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| Side by side | SPXV |
|---|---|
| Strategy | Low-Cost Core · S&P 500 |
| Expense ratio | 0.09% |
| Cost per year on $10k | $9 |
| Trailing 12-mo yield | 0.93% |
| Income per year on $10k | $93 |
| YTD | +9.8% |
| 1 year | +9.8% |
| 3 years · per year | +24.7% |
| 5 years · per year | +12.5% |
| Worst drop · 1Y | −9.1% |
| Volatility · 1Y | 13.9% |
| Holdings | 445 |
| Assets | $40M |
| Leverage | None |
| Since | 2015 |
Highlighted = best in the row. Returns include dividends.