IOO vs SFGV
5Y+25.0%3 years · per year$19,534 · […][…]
+14.4%5 years · per year$19,581 · […][…]
0.40%Expense ratio$40 · $38 on $10k · lower wins0.38%
0.84%12-mo yield$84 · $226 on $10k2.26%
−9.9%Worst dropSmaller wins−8.4%
15.2%VolatilityLower wins11.5%
0–4SFGV wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsIOO · SFGV
12.6%AAPL1.3%
0.9%MRK1.1%
1.0%PG0.8%
0.6%LIN0.6%
Held in common10.2%
End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two