| SHXPX | VMVIX | SHXPX / VMVIX | |
| Total Expense Ratio | 1.07 | 0.19 | 563% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 16.206 | 9.024 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.5M | 31.8B | 0% |
| Annual Yield % from dividends | 0.46 | 2.02 | 23% |
| Returns for 1 year | 8.12 | 0.92 | 886% |
| Returns for 3 years | 18.56 | 24.50 | 76% |
| Returns for 5 years | 25.15 | 51.17 | 49% |
| Returns for 10 years | N/A | 101.93 | - |