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SVOL and QIS share 5.9% of their holdings.
| Side by side | SVOL | QIS |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.66% | 1.21% |
| Cost per year on $10k | $66 | $121 |
| Trailing 12-mo yield | 20.87% | 5.25% |
| Income per year on $10k | $2,087 | $525 |
| YTD | +9.7% | −22.4% |
| 1 year | +11.4% | −40.8% |
| 3 years · per year | +8.8% | −21.9% |
| 5 years · per year | +7.3% | — |
| Worst drop · 1Y | −11.5% | −53.3% |
| Volatility · 1Y | 13.9% | 43.7% |
| Holdings | 31 | 3,518 |
| Assets | $517M | $52M |
| Leverage | None | None |
| Since | 2021 | 2023 |
Highlighted = best in the row. Returns include dividends.