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VBK and VB share 45.8% of their holdings.
| Side by side | COWG | VBK | VB |
|---|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.49% | 0.05% | 0.03% |
| Cost per year on $10k | $49 | $5 | $3 |
| Trailing 12-mo yield | 0.73% | 0.41% | 1.24% |
| Income per year on $10k | $73 | $41 | $124 |
| YTD | +15.5% | +12.5% | +15.4% |
| 1 year | +11.4% | +11.0% | +15.9% |
| 3 years · per year | +24.6% | +19.1% | +19.5% |
| 5 years · per year | — | +3.5% | +6.7% |
| Worst drop · 1Y | −10.4% | −11.4% | −9.0% |
| Volatility · 1Y | 18.9% | 20.4% | 15.7% |
| Holdings | 102 | 579 | 1,357 |
| Assets | $2.4B | $43.0B | $176B |
| Leverage | None | None | None |
| Since | 2022 | 2004 | 2004 |
Highlighted = best in the row. Returns include dividends.