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TMFS and SCAP share 4.9% of their holdings.
| Side by side | TMFS | SCAP |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.85% | 2.20% |
| Cost per year on $10k | $85 | $220 |
| Trailing 12-mo yield | 0.00% | 7.99% |
| Income per year on $10k | $0 | $799 |
| YTD | +0.5% | +5.7% |
| 1 year | +1.1% | +11.7% |
| 3 years · per year | +9.8% | — |
| 5 years · per year | −2.1% | — |
| Worst drop · 1Y | −15.7% | −12.3% |
| Volatility · 1Y | 19.0% | 16.9% |
| Holdings | 0 | 10 |
| Assets | $53M | $18M |
| Leverage | None | None |
| Since | 2018 | 2023 |
Highlighted = best in the row. Returns include dividends.