Loading…
SCAP and IVSS share 3.9% of their holdings.
| Side by side | SCAP | IVSS |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 2.20% | 0.59% |
| Cost per year on $10k | $220 | $59 |
| Trailing 12-mo yield | 8.20% | 0.06% |
| Income per year on $10k | $820 | $6 |
| YTD | +4.7% | +21.2% |
| 1 year | +11.7% | — |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −12.3% | — |
| Volatility · 1Y | 17.1% | — |
| Holdings | 10 | 0 |
| Assets | $18M | $30M |
| Leverage | None | None |
| Since | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.