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CAFG and VB share 3.8% of their holdings.
| Side by side | CAFG | VB |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.59% | 0.03% |
| Cost per year on $10k | $59 | $3 |
| Trailing 12-mo yield | 0.34% | 1.25% |
| Income per year on $10k | $34 | $125 |
| YTD | +33.0% | +14.2% |
| 1 year | +32.1% | +16.8% |
| 3 years · per year | +20.7% | +19.7% |
| 5 years · per year | — | +6.3% |
| Worst drop · 1Y | −9.2% | −9.0% |
| Volatility · 1Y | 16.7% | 15.7% |
| Holdings | 101 | 1,357 |
| Assets | $47M | $176B |
| Leverage | None | None |
| Since | 2023 | 2004 |
Highlighted = best in the row. Returns include dividends.