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SPIT and SURI share 2.3% of their holdings.
| Side by side | SPIT | SURI |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.89% | 2.82% |
| Cost per year on $10k | $89 | $282 |
| Trailing 12-mo yield | 6.53% | 16.41% |
| Income per year on $10k | $653 | $1,641 |
| YTD | +9.9% | +12.0% |
| 1 year | +8.9% | +13.4% |
| 3 years · per year | — | +13.2% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −19.5% | −16.4% |
| Volatility · 1Y | 25.4% | 21.1% |
| Holdings | 0 | 19 |
| Assets | $32M | $74M |
| Leverage | None | None |
| Since | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.