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SCAP and ABLS share 3.9% of their holdings.
| Side by side | SCAP | ABLS | JLVP |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap | US Stock Styles · Value |
| Expense ratio | 2.20% | 0.59% | 1.21% |
| Cost per year on $10k | $220 | $59 | $121 |
| Trailing 12-mo yield | 8.20% | 12.72% | 0.00% |
| Income per year on $10k | $820 | $1,272 | $0 |
| YTD | +4.7% | +12.9% | — |
| 1 year | +11.7% | +13.1% | — |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −12.3% | −14.9% | — |
| Volatility · 1Y | 17.1% | 18.2% | — |
| Holdings | 10 | 0 | 167 |
| Assets | $18M | $0M | $28M |
| Leverage | None | None | None |
| Since | 2023 | 2025 | 2026 |
Highlighted = best in the row. Returns include dividends.