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OVS and AAAA share 5.5% of their holdings.
| Side by side | OVS | AAAA |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Unsorted |
| Expense ratio | 0.83% | 0.49% |
| Cost per year on $10k | $83 | $49 |
| Trailing 12-mo yield | 10.01% | 1.43% |
| Income per year on $10k | $1,001 | $143 |
| YTD | +18.5% | +10.4% |
| 1 year | +22.1% | +11.4% |
| 3 years · per year | +20.7% | — |
| 5 years · per year | +5.8% | — |
| Worst drop · 1Y | −9.9% | −7.8% |
| Volatility · 1Y | 17.7% | 12.0% |
| Holdings | 11 | 0 |
| Assets | $45M | $278M |
| Leverage | None | None |
| Since | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.