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HSMV and SMMV share 31.5% of their holdings.
| Side by side | VOLT | HSMV | SMMV |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.80% | 0.20% |
| Cost per year on $10k | $75 | $80 | $20 |
| Trailing 12-mo yield | 0.38% | 4.52% | 1.57% |
| Income per year on $10k | $38 | $452 | $157 |
| YTD | +20.4% | +4.7% | +9.4% |
| 1 year | +13.6% | +5.6% | +11.5% |
| 3 years · per year | — | +11.0% | +15.2% |
| 5 years · per year | — | +3.4% | +5.9% |
| Worst drop · 1Y | −22.0% | −9.0% | −7.0% |
| Volatility · 1Y | 26.7% | 10.4% | 9.4% |
| Holdings | 27 | 151 | 358 |
| Assets | $987M | $5M | $279M |
| Leverage | None | None | None |
| Since | 2024 | 2020 | 2016 |
Highlighted = best in the row. Returns include dividends.