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VV and SCHX share 90.8% of their holdings.
| Side by side | IQSU | VV | SCHX |
|---|---|---|---|
| Strategy | Low-Cost Core · US large cap | Low-Cost Core · US large cap | Low-Cost Core · US large cap |
| Expense ratio | 0.09% | 0.03% | 0.03% |
| Cost per year on $10k | $9 | $3 | $3 |
| Trailing 12-mo yield | 0.93% | 1.04% | 1.06% |
| Income per year on $10k | $93 | $104 | $106 |
| YTD | +12.2% | +10.9% | +10.9% |
| 1 year | +13.6% | +11.4% | +11.3% |
| 3 years · per year | +20.5% | +23.9% | +23.7% |
| 5 years · per year | +10.4% | +11.7% | +11.4% |
| Worst drop · 1Y | −11.2% | −9.2% | −9.0% |
| Volatility · 1Y | 14.3% | 12.9% | 12.9% |
| Holdings | 268 | 479 | 754 |
| Assets | $347M | $76.0B | $73.2B |
| Leverage | None | None | None |
| Since | 2019 | 2004 | 2009 |
Highlighted = best in the row. Returns include dividends.