Loading…
SCDV and SMMV share 8.8% of their holdings.
| Side by side | SCDV | SMMV |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.70% | 0.20% |
| Cost per year on $10k | $70 | $20 |
| Trailing 12-mo yield | 0.42% | 1.56% |
| Income per year on $10k | $42 | $156 |
| YTD | +10.5% | +10.2% |
| 1 year | +8.4% | +14.1% |
| 3 years · per year | — | +15.3% |
| 5 years · per year | — | +5.9% |
| Worst drop · 1Y | −11.4% | −7.0% |
| Volatility · 1Y | 15.6% | 9.4% |
| Holdings | 36 | 358 |
| Assets | $148M | $278M |
| Leverage | None | None |
| Since | 2024 | 2016 |
Highlighted = best in the row. Returns include dividends.