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AVUV and ESSC share 11.6% of their holdings.
| Side by side | REGL | AVUV | ESSC |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.40% | 0.25% | 0.49% |
| Cost per year on $10k | $40 | $25 | $49 |
| Trailing 12-mo yield | 2.11% | 1.22% | 0.59% |
| Income per year on $10k | $211 | $122 | $59 |
| YTD | +13.4% | +22.7% | +12.3% |
| 1 year | +17.7% | +29.1% | +15.5% |
| 3 years · per year | +16.1% | +20.7% | — |
| 5 years · per year | +8.1% | +10.8% | — |
| Worst drop · 1Y | −9.7% | −8.2% | −12.5% |
| Volatility · 1Y | 12.6% | 14.7% | 17.6% |
| Holdings | 67 | 794 | 0 |
| Assets | $1.7B | $32.5B | $35M |
| Leverage | None | None | None |
| Since | 2015 | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.