LFSC vs SURI
5Y[…]3 years · per year[…] · $13,773+11.3%
[…]5 years · per year[…]
0.79%Expense ratio$79 · $284 on $10k · lower wins2.84%
0.00%12-mo yield$0 · $1,701 on $10k17.01%
−17.6%Worst dropSmaller wins−19.2%
28.8%VolatilityLower wins20.9%
2–2Level
$10,000 · 5 yearsAll three, one scale
Shared top holdingsLFSC · SURI
4.1%CORT2.3%
1.4%CRVS0.4%
Held in common2.6%
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