| IPSIX | VSMAX | IPSIX / VSMAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.68 | 0.05 | 1,360% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -3.621 | 2.440 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 162B | 0% |
| Annual Yield % from dividends | 0.65 | 1.34 | 49% |
| Returns for 1 year | -6.69 | -0.84 | 801% |
| Returns for 3 years | 9.95 | 30.09 | 33% |
| Returns for 5 years | 17.01 | 39.47 | 43% |
| Returns for 10 years | 5.75 | 122.69 | 5% |