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SPMO and TRFK share 29.4% of their holdings.
| Side by side | SPMO | TRFK |
|---|---|---|
| Strategy | Low-Cost Core · S&P 500 | Unsorted |
| Expense ratio | 0.13% | 0.49% |
| Cost per year on $10k | $13 | $49 |
| Trailing 12-mo yield | 0.83% | 0.03% |
| Income per year on $10k | $83 | $3 |
| YTD | +11.7% | +26.7% |
| 1 year | +9.7% | +11.8% |
| 3 years · per year | +34.5% | +41.1% |
| 5 years · per year | +16.9% | — |
| Worst drop · 1Y | −17.9% | −27.0% |
| Volatility · 1Y | 25.6% | 40.4% |
| Holdings | 100 | 98 |
| Assets | $20.8B | $1.0B |
| Leverage | None | None |
| Since | 2015 | 2022 |
Highlighted = best in the row. Returns include dividends.