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SPHQ and IVV share 19.5% of their holdings.
| Side by side | SPHQ | IVV |
|---|---|---|
| Strategy | Low-Cost Core · S&P 500 | Low-Cost Core · S&P 500 |
| Expense ratio | 0.20% | 0.03% |
| Cost per year on $10k | $20 | $3 |
| Trailing 12-mo yield | 1.04% | 1.11% |
| Income per year on $10k | $104 | $111 |
| YTD | +11.7% | +11.2% |
| 1 year | +13.4% | +11.9% |
| 3 years · per year | +21.2% | +23.7% |
| 5 years · per year | +11.5% | +12.1% |
| Worst drop · 1Y | −8.9% | −8.9% |
| Volatility · 1Y | 14.8% | 12.8% |
| Holdings | 100 | 505 |
| Assets | $18.5B | $867B |
| Leverage | None | None |
| Since | 2005 | 2000 |
Highlighted = best in the row. Returns include dividends.