Loading…
| Side by side | SIMS |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.45% |
| Cost per year on $10k | $45 |
| Trailing 12-mo yield | 0.56% |
| Income per year on $10k | $56 |
| YTD | +7.2% |
| 1 year | −3.4% |
| 3 years · per year | +15.9% |
| 5 years · per year | +0.5% |
| Worst drop · 1Y | −15.8% |
| Volatility · 1Y | 23.1% |
| Holdings | 53 |
| Assets | $8M |
| Leverage | None |
| Since | 2017 |
Highlighted = best in the row. Returns include dividends.