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SMCP and CVSM share 4.0% of their holdings.
| Side by side | SMCP | IBUY | CVSM |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Consumer | US Stock Styles · Mid cap |
| Expense ratio | 0.79% | 0.65% | 0.55% |
| Cost per year on $10k | $79 | $65 | $55 |
| Trailing 12-mo yield | 0.00% | 0.11% | 0.68% |
| Income per year on $10k | $0 | $11 | $68 |
| YTD | — | −3.1% | — |
| 1 year | — | −1.7% | — |
| 3 years · per year | — | +20.8% | — |
| 5 years · per year | — | −8.6% | — |
| Worst drop · 1Y | — | −21.7% | — |
| Volatility · 1Y | — | 22.9% | — |
| Holdings | 0 | 83 | 0 |
| Assets | $13M | $128M | $99M |
| Leverage | None | None | None |
| Since | 2026 | 2016 | 2026 |
Highlighted = best in the row. Returns include dividends.