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SIMS and FSGS share 1.2% of their holdings.
| Side by side | SIMS | FSGS |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Growth |
| Expense ratio | 0.45% | 0.60% |
| Cost per year on $10k | $45 | $60 |
| Trailing 12-mo yield | 0.56% | 0.03% |
| Income per year on $10k | $56 | $3 |
| YTD | +7.6% | +9.6% |
| 1 year | −3.6% | +10.2% |
| 3 years · per year | +16.8% | +12.8% |
| 5 years · per year | +0.4% | +4.2% |
| Worst drop · 1Y | −15.6% | −11.3% |
| Volatility · 1Y | 23.0% | 14.6% |
| Holdings | 53 | 100 |
| Assets | $8M | $30M |
| Leverage | None | None |
| Since | 2017 | 2017 |
Highlighted = best in the row. Returns include dividends.