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USVM and CSB share 20.2% of their holdings.
| Side by side | PEY | USVM | CSB |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.68% | 0.22% | 0.39% |
| Cost per year on $10k | $68 | $22 | $39 |
| Trailing 12-mo yield | 4.23% | 1.87% | 3.08% |
| Income per year on $10k | $423 | $187 | $308 |
| YTD | +26.0% | +18.7% | +17.1% |
| 1 year | +25.7% | +22.5% | +21.4% |
| 3 years · per year | +15.8% | +22.5% | +16.5% |
| 5 years · per year | +8.4% | +9.6% | +5.8% |
| Worst drop · 1Y | −9.3% | −8.4% | −9.5% |
| Volatility · 1Y | 14.1% | 13.8% | 12.6% |
| Holdings | 50 | 296 | 102 |
| Assets | $1.1B | $1.8B | $245M |
| Leverage | None | None | None |
| Since | 2004 | 2017 | 2015 |
Highlighted = best in the row. Returns include dividends.