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BSVO and FTKI share 11.6% of their holdings.
| Side by side | BSVO | FTKI | CVY |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.45% | 0.86% | 1.15% |
| Cost per year on $10k | $45 | $86 | $115 |
| Trailing 12-mo yield | 1.22% | 11.84% | 3.98% |
| Income per year on $10k | $122 | $1,184 | $398 |
| YTD | +25.0% | +12.7% | +12.7% |
| 1 year | +32.4% | +18.8% | +16.8% |
| 3 years · per year | +20.8% | — | +16.2% |
| 5 years · per year | — | — | +7.8% |
| Worst drop · 1Y | −8.3% | −5.6% | −7.4% |
| Volatility · 1Y | 15.8% | 10.7% | 10.4% |
| Holdings | 0 | 203 | 150 |
| Assets | $2.5B | $25M | $120M |
| Leverage | None | None | None |
| Since | 2010 | 2025 | 2006 |
Highlighted = best in the row. Returns include dividends.