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FTA and FEX share 59.7% of their holdings.
| Side by side | SPGP | FTA | FEX |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Value | US Stock Styles · Large cap |
| Expense ratio | 0.34% | 0.58% | 0.57% |
| Cost per year on $10k | $34 | $58 | $57 |
| Trailing 12-mo yield | 0.77% | 1.67% | 1.00% |
| Income per year on $10k | $77 | $167 | $100 |
| YTD | +10.0% | +23.3% | +16.9% |
| 1 year | +11.7% | +29.8% | +19.7% |
| 3 years · per year | +13.9% | +21.2% | +22.5% |
| 5 years · per year | +7.4% | +11.2% | +10.1% |
| Worst drop · 1Y | −11.2% | −8.1% | −6.6% |
| Volatility · 1Y | 15.3% | 11.3% | 12.9% |
| Holdings | 75 | 187 | 375 |
| Assets | $2.1B | $1.5B | $1.6B |
| Leverage | None | None | None |
| Since | 2011 | 2007 | 2007 |
Highlighted = best in the row. Returns include dividends.