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FFSM and IQSM share 16.1% of their holdings.
| Side by side | FFSM | IQSM |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.43% | 0.15% |
| Cost per year on $10k | $43 | $15 |
| Trailing 12-mo yield | 0.48% | 1.04% |
| Income per year on $10k | $48 | $104 |
| YTD | +12.5% | +14.5% |
| 1 year | +17.6% | +17.7% |
| 3 years · per year | +20.9% | +17.8% |
| 5 years · per year | +7.7% | — |
| Worst drop · 1Y | −13.0% | −8.9% |
| Volatility · 1Y | 18.6% | 14.6% |
| Holdings | 0 | 245 |
| Assets | $1.4B | $357M |
| Leverage | None | None |
| Since | 2021 | 2022 |
Highlighted = best in the row. Returns include dividends.