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SEIV and IAK share 4.5% of their holdings.
| Side by side | SEIV | IAK |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | Sectors · Financials |
| Expense ratio | 0.15% | 0.37% |
| Cost per year on $10k | $15 | $37 |
| Trailing 12-mo yield | 1.57% | 2.36% |
| Income per year on $10k | $157 | $236 |
| YTD | +20.9% | +13.4% |
| 1 year | +27.5% | +22.8% |
| 3 years · per year | +29.0% | +19.7% |
| 5 years · per year | — | +14.3% |
| Worst drop · 1Y | −6.9% | −10.5% |
| Volatility · 1Y | 12.6% | 16.1% |
| Holdings | 122 | 65 |
| Assets | $1.6B | $475M |
| Leverage | None | None |
| Since | 2022 | 2006 |
Highlighted = best in the row. Returns include dividends.