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CVMC and VO share 46.7% of their holdings.
| Side by side | CVMC | VO | IJH |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.15% | 0.03% | 0.05% |
| Cost per year on $10k | $15 | $3 | $5 |
| Trailing 12-mo yield | 1.18% | 1.35% | 1.22% |
| Income per year on $10k | $118 | $135 | $122 |
| YTD | +19.8% | +13.7% | +12.9% |
| 1 year | +22.6% | +14.4% | +16.1% |
| 3 years · per year | +21.0% | +20.1% | +17.8% |
| 5 years · per year | — | +6.8% | +7.2% |
| Worst drop · 1Y | −9.3% | −8.2% | −8.8% |
| Volatility · 1Y | 14.1% | 12.4% | 15.0% |
| Holdings | 0 | 307 | 407 |
| Assets | $113M | $217B | $124B |
| Leverage | None | None | None |
| Since | 2023 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.