Loading…
IVOO and VBK share 44.6% of their holdings.
| Side by side | FPX | IVOO | VBK |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.57% | 0.07% | 0.05% |
| Cost per year on $10k | $57 | $7 | $5 |
| Trailing 12-mo yield | 0.18% | 1.19% | 0.41% |
| Income per year on $10k | $18 | $119 | $41 |
| YTD | +6.5% | +13.3% | +12.5% |
| 1 year | +3.4% | +14.4% | +11.0% |
| 3 years · per year | +29.8% | +17.5% | +19.1% |
| 5 years · per year | +6.0% | +7.4% | +3.5% |
| Worst drop · 1Y | −18.0% | −8.8% | −11.4% |
| Volatility · 1Y | 26.4% | 14.9% | 20.4% |
| Holdings | 99 | 401 | 579 |
| Assets | $1.4B | $5.7B | $43.0B |
| Leverage | None | None | None |
| Since | 2006 | 2010 | 2004 |
Highlighted = best in the row. Returns include dividends.