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SROI and VT share 26.7% of their holdings.
| Side by side | SROI | VT |
|---|---|---|
| Strategy | International · Global | International · Global |
| Expense ratio | 0.95% | 0.06% |
| Cost per year on $10k | $95 | $6 |
| Trailing 12-mo yield | 0.54% | 1.53% |
| Income per year on $10k | $54 | $153 |
| YTD | +10.5% | +12.9% |
| 1 year | +9.5% | +13.3% |
| 3 years · per year | +17.2% | +22.3% |
| 5 years · per year | — | +10.3% |
| Worst drop · 1Y | −10.2% | −9.7% |
| Volatility · 1Y | 14.4% | 14.0% |
| Holdings | 116 | 9,773 |
| Assets | $17M | $101B |
| Leverage | None | None |
| Since | 2023 | 2008 |
Highlighted = best in the row. Returns include dividends.