SFGV vs IOO
5Y[…]3 years · per year[…] · $19,534+25.0%
[…]5 years · per year[…] · $19,581+14.4%
0.38%Expense ratio$38 · $40 on $10k · lower wins0.40%
2.26%12-mo yield$226 · $84 on $10k0.84%
−8.4%Worst dropSmaller wins−9.9%
11.5%VolatilityLower wins15.2%
4–0SFGV wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsSFGV · IOO
1.3%AAPL12.6%
1.1%MRK0.9%
0.8%PG1.0%
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