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| Side by side | SMRI |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.71% |
| Cost per year on $10k | $71 |
| Trailing 12-mo yield | 1.42% |
| Income per year on $10k |
| $142 |
| YTD | +31.7% |
| 1 year | +36.7% |
| 3 years · per year | +26.8% |
| 5 years · per year | — |
| Worst drop · 1Y | −8.7% |
| Volatility · 1Y | 15.1% |
| Holdings | 0 |
| Assets | $705M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.