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VIS and SPHQ share 18.9% of their holdings.
| Side by side | VIS | SPHQ |
|---|---|---|
| Strategy | Sectors · Industrials | Low-Cost Core · S&P 500 |
| Expense ratio | 0.09% | 0.20% |
| Cost per year on $10k | $9 | $20 |
| Trailing 12-mo yield | 0.94% | 1.02% |
| Income per year on $10k | $94 | $102 |
| YTD | +10.0% | +13.9% |
| 1 year | +9.8% | +15.0% |
| 3 years · per year | +21.4% | +20.7% |
| 5 years · per year | +11.6% | +12.1% |
| Worst drop · 1Y | −12.5% | −8.9% |
| Volatility · 1Y | 18.2% | 14.7% |
| Holdings | 387 | 100 |
| Assets | $8.6B | $19.0B |
| Leverage | None | None |
| Since | 2004 | 2005 |
Highlighted = best in the row. Returns include dividends.