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ASCE and VAMO share 11.3% of their holdings.
| Side by side | ASCE | VAMO | ROSC |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Value | US Stock Styles · Small cap |
| Expense ratio | 0.38% | 0.65% | 0.34% |
| Cost per year on $10k | $38 | $65 | $34 |
| Trailing 12-mo yield | 0.18% | 0.65% | 1.91% |
| Income per year on $10k | $18 | $65 | $191 |
| YTD | +23.3% | +6.7% | +19.9% |
| 1 year | +25.1% | +9.8% | +25.4% |
| 3 years · per year | — | +13.4% | +19.7% |
| 5 years · per year | — | +8.9% | +9.4% |
| Worst drop · 1Y | −9.1% | −6.7% | −7.8% |
| Volatility · 1Y | 19.4% | 10.5% | 13.4% |
| Holdings | 54 | 103 | 317 |
| Assets | $340M | $87M | $48M |
| Leverage | None | None | None |
| Since | 2025 | 2015 | 2015 |
Highlighted = best in the row. Returns include dividends.