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OUSM and SMMV share 20.1% of their holdings.
| Side by side | OUSM | SMMV |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.48% | 0.20% |
| Cost per year on $10k | $48 | $20 |
| Trailing 12-mo yield | 1.98% | 1.57% |
| Income per year on $10k | $198 | $157 |
| YTD | +13.2% | +9.4% |
| 1 year | +12.6% | +11.5% |
| 3 years · per year | +15.0% | +15.2% |
| 5 years · per year | +8.0% | +5.9% |
| Worst drop · 1Y | −9.2% | −7.0% |
| Volatility · 1Y | 12.8% | 9.4% |
| Holdings | 111 | 358 |
| Assets | $804M | $279M |
| Leverage | None | None |
| Since | 2016 | 2016 |
Highlighted = best in the row. Returns include dividends.