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FPX and IVOO share 6.9% of their holdings.
| Side by side | FPX | IVOO |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.57% | 0.07% |
| Cost per year on $10k | $57 | $7 |
| Trailing 12-mo yield | 0.19% | 1.20% |
| Income per year on $10k | $19 | $120 |
| YTD | +2.3% | +12.8% |
| 1 year | +0.4% | +15.9% |
| 3 years · per year | +30.0% | +17.8% |
| 5 years · per year | +5.5% | +7.2% |
| Worst drop · 1Y | −18.9% | −8.8% |
| Volatility · 1Y | 26.5% | 15.0% |
| Holdings | 99 | 401 |
| Assets | $1.4B | $5.7B |
| Leverage | None | None |
| Since | 2006 | 2010 |
Highlighted = best in the row. Returns include dividends.