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SYLD and FNX share 7.9% of their holdings.
| Side by side | SYLD | FNX | SIMS |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap | US Stock Styles · Large cap |
| Expense ratio | 0.59% | 0.62% | 0.45% |
| Cost per year on $10k | $59 | $62 | $45 |
| Trailing 12-mo yield | 1.70% | 0.97% | 0.56% |
| Income per year on $10k | $170 | $97 | $56 |
| YTD | +26.1% | +14.0% | +7.2% |
| 1 year | +28.8% | +14.3% | −3.4% |
| 3 years · per year | +15.8% | +19.0% | +15.9% |
| 5 years · per year | +8.6% | +7.9% | +0.5% |
| Worst drop · 1Y | −6.9% | −9.2% | −15.8% |
| Volatility · 1Y | 13.8% | 15.1% | 23.1% |
| Holdings | 101 | 451 | 53 |
| Assets | $1.0B | $1.4B | $8M |
| Leverage | None | None | None |
| Since | 2013 | 2007 | 2017 |
Highlighted = best in the row. Returns include dividends.