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SPXV and VOO share 88.5% of their holdings.
| Side by side | SPXV | VOO |
|---|---|---|
| Strategy | Low-Cost Core · S&P 500 | Low-Cost Core · S&P 500 |
| Expense ratio | 0.09% | 0.03% |
| Cost per year on $10k | $9 | $3 |
| Trailing 12-mo yield | 0.93% | 1.07% |
| Income per year on $10k | $93 | $107 |
| YTD | +9.8% | +11.2% |
| 1 year | +9.8% | +11.8% |
| 3 years · per year | +24.7% | +23.7% |
| 5 years · per year | +12.5% | +12.1% |
| Worst drop · 1Y | −9.1% | −8.9% |
| Volatility · 1Y | 13.9% | 12.7% |
| Holdings | 445 | 505 |
| Assets | $40M | $1.70T |
| Leverage | None | None |
| Since | 2015 | 2010 |
Highlighted = best in the row. Returns include dividends.