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MMSC and VB share 12.8% of their holdings.
| Side by side | MMSC | VB |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.95% | 0.03% |
| Cost per year on $10k | $95 | $3 |
| Trailing 12-mo yield | 0.00% | 1.24% |
| Income per year on $10k | $0 | $124 |
| YTD | +13.7% | +15.4% |
| 1 year | +10.4% | +15.9% |
| 3 years · per year | +22.9% | +19.5% |
| 5 years · per year | +5.6% | +6.7% |
| Worst drop · 1Y | −14.3% | −9.0% |
| Volatility · 1Y | 23.8% | 15.7% |
| Holdings | 200 | 1,357 |
| Assets | $52M | $176B |
| Leverage | None | None |
| Since | 2021 | 2004 |
Highlighted = best in the row. Returns include dividends.