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IYG and SPHQ share 15.4% of their holdings.
| Side by side | IYG | SPHQ |
|---|---|---|
| Strategy | Sectors · Financials | Low-Cost Core · S&P 500 |
| Expense ratio | 0.37% | 0.20% |
| Cost per year on $10k | $37 | $20 |
| Trailing 12-mo yield | 1.07% | 1.04% |
| Income per year on $10k | $107 | $104 |
| YTD | +4.9% | +11.7% |
| 1 year | +10.5% | +13.4% |
| 3 years · per year | +26.4% | +21.2% |
| 5 years · per year | +8.8% | +11.5% |
| Worst drop · 1Y | −15.9% | −8.9% |
| Volatility · 1Y | 15.6% | 14.8% |
| Holdings | 97 | 100 |
| Assets | $2.3B | $18.5B |
| Leverage | None | None |
| Since | 2000 | 2005 |
Highlighted = best in the row. Returns include dividends.