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OAKM and DIVE share 23.9% of their holdings.
| Side by side | OAKM | DIVE | CVGD |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.64% | 0.65% | 0.50% |
| Cost per year on $10k | $64 | $65 | $50 |
| Trailing 12-mo yield | 0.60% | 1.25% | 0.78% |
| Income per year on $10k | $60 | $125 | $78 |
| YTD | +10.9% | +12.8% | — |
| 1 year | +19.5% | +18.8% | — |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −8.6% | −11.5% | — |
| Volatility · 1Y | 13.2% | 12.3% | — |
| Holdings | 0 | 0 | 0 |
| Assets | $1.2B | $48M | $143M |
| Leverage | None | None | None |
| Since | 2024 | 2025 | 2026 |
Highlighted = best in the row. Returns include dividends.