IOO vs SFGV
5Y+25.5%3 years · per year$19,781 · […][…]
+14.4%5 years · per year$19,560 · […][…]
0.40%Expense ratio$40 · $38 on $10k · lower wins0.38%
0.84%12-mo yield$85 · $224 on $10k2.24%
−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
12.4%AAPL1.3%
0.9%MRK1.1%
0.9%PG0.8%
2.3%JPM0.6%
Held in common10.1%
End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two