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SHRY and NSIV share 18.6% of their holdings.
| Side by side | SHRY | IAK | NSIV |
|---|---|---|---|
| Strategy | Unsorted | Sectors · Financials | US Stock Styles · Value |
| Expense ratio | 0.60% | 0.37% | 0.38% |
| Cost per year on $10k | $60 | $37 | $38 |
| Trailing 12-mo yield | 1.55% | 2.40% | 0.00% |
| Income per year on $10k | $155 | $240 | $0 |
| YTD | +15.6% | +11.5% | — |
| 1 year | +14.0% | +20.9% | — |
| 3 years · per year | +18.8% | +19.2% | — |
| 5 years · per year | +9.1% | +14.2% | — |
| Worst drop · 1Y | −7.6% | −10.5% | — |
| Volatility · 1Y | 13.1% | 16.0% | — |
| Holdings | 50 | 65 | 0 |
| Assets | $17M | $460M | $74M |
| Leverage | None | None | None |
| Since | 2017 | 2006 | 2026 |
Highlighted = best in the row. Returns include dividends.