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SMCP and SCDV share 5.0% of their holdings.
| Side by side | SCHA | SMCP | SCDV | AFSC |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.03% | 0.79% | 0.70% | 1.09% |
| Cost per year on $10k | $3 | $79 | $70 | $109 |
| Trailing 12-mo yield | 1.12% | 0.00% | 0.42% | 0.06% |
| Income per year on $10k | $112 | $0 | $42 | $6 |
| YTD | +16.9% | — | +10.5% | +20.0% |
| 1 year | +19.8% | — | +8.4% | +24.3% |
| 3 years · per year | +21.3% | — | — | — |
| 5 years · per year | +6.1% | — | — | — |
| Worst drop · 1Y | −11.2% | — | −11.4% | −10.3% |
| Volatility · 1Y | 18.6% | — | 15.6% | 18.4% |
| Holdings | 1,748 | 0 | 36 | 0 |
| Assets | $22.0B | $13M | $148M | $10M |
| Leverage | None | None | None | None |
| Since | 2009 | 2026 | 2024 | 1997 |
Highlighted = best in the row. Returns include dividends.