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SPXE and IVV share 95.9% of their holdings.
| Side by side | SPXE | IVV |
|---|---|---|
| Strategy | Low-Cost Core · S&P 500 | Low-Cost Core · S&P 500 |
| Expense ratio | 0.09% | 0.03% |
| Cost per year on $10k | $9 | $3 |
| Trailing 12-mo yield | 0.92% | 1.11% |
| Income per year on $10k | $92 | $111 |
| YTD | +9.9% | +11.2% |
| 1 year | +10.5% | +11.9% |
| 3 years · per year | +23.8% | +23.7% |
| 5 years · per year | +11.7% | +12.1% |
| Worst drop · 1Y | −10.1% | −8.9% |
| Volatility · 1Y | 13.4% | 12.8% |
| Holdings | 484 | 505 |
| Assets | $85M | $867B |
| Leverage | None | None |
| Since | 2015 | 2000 |
Highlighted = best in the row. Returns include dividends.