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FPX and SPHQ share 7.6% of their holdings.
| Side by side | FPX | SPHQ |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Low-Cost Core · S&P 500 |
| Expense ratio | 0.57% | 0.20% |
| Cost per year on $10k | $57 | $20 |
| Trailing 12-mo yield | 0.18% | 1.02% |
| Income per year on $10k | $18 | $102 |
| YTD | +6.5% | +13.9% |
| 1 year | +3.4% | +15.0% |
| 3 years · per year | +29.8% | +20.7% |
| 5 years · per year | +6.0% | +12.1% |
| Worst drop · 1Y | −18.0% | −8.9% |
| Volatility · 1Y | 26.4% | 14.7% |
| Holdings | 99 | 100 |
| Assets | $1.4B | $19.0B |
| Leverage | None | None |
| Since | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.