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SCAP and ALIL share 5.7% of their holdings.
| Side by side | TMFS | SCAP | ALIL |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.85% | 2.20% | 0.74% |
| Cost per year on $10k | $85 | $220 | $74 |
| Trailing 12-mo yield | 0.00% | 8.20% | 0.23% |
| Income per year on $10k | $0 | $820 | $23 |
| YTD | −0.8% | +4.7% | +3.3% |
| 1 year | +2.8% | +11.7% | +5.2% |
| 3 years · per year | +10.0% | — | — |
| 5 years · per year | −2.4% | — | — |
| Worst drop · 1Y | −15.7% | −12.3% | −12.6% |
| Volatility · 1Y | 19.2% | 17.1% | 19.6% |
| Holdings | 0 | 10 | 0 |
| Assets | $52M | $18M | $21M |
| Leverage | None | None | None |
| Since | 2018 | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.