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Holdings come from each fund’s latest public Form N-PORT on SEC EDGAR (as-of dates in the table), so they can be a few months old.

Expense ratios come from the fee table in each fund’s prospectus (Form 485BPOS) on SEC EDGAR, read from its XBRL data; a dash means it wasn’t machine-readable there, so check the prospectus. Yearly cost on $10,000 is simple arithmetic: expense ratio × $10,000, before any change in the fund’s value.

Returns use Yahoo Finance daily closes (15-min delayed source) adjusted for dividends and splits, so dividends are included as if reinvested. 3Y, 5Y and since-start figures are annualized (yearly averages). “Since start” begins on the first day our price source has for the fund; funds that started on different dates aren’t directly comparable. The growth chart is hypothetical, with no taxes or trading costs.

Overlap by weight adds up, for every holding both funds own, the smaller of its two weights. Shared stocks are matched by ticker, ISIN, CUSIP or name.

Data from SEC Form N-PORT, the holdings report funds file with the SEC each quarter; the SEC makes it public about 60 days after the quarter ends. Holdings change; this may be out of date. SURVYR. describes what funds hold and how they have done; it does not manage money or give advice. Not investment advice. Full disclosures