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SMMD and RVER share 0.7% of their holdings.
| Side by side | SMMD | RVER |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.23% | 0.65% |
| Cost per year on $10k | $23 | $65 |
| Trailing 12-mo yield | 1.15% | 1.62% |
| Income per year on $10k | $115 | $162 |
| YTD | +16.7% | +5.5% |
| 1 year | +19.3% | +4.1% |
| 3 years · per year | +20.9% | — |
| 5 years · per year | +6.6% | — |
| Worst drop · 1Y | −9.7% | −21.2% |
| Volatility · 1Y | 16.6% | 27.6% |
| Holdings | 514 | 0 |
| Assets | $4.2B | $128M |
| Leverage | None | None |
| Since | 2017 | 2024 |
Highlighted = best in the row. Returns include dividends.