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CVSM and SMDX share 3.4% of their holdings.
| Side by side | CVSM | SMDX |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.55% | 0.35% |
| Cost per year on $10k | $55 | $35 |
| Trailing 12-mo yield | 0.70% | 0.52% |
| Income per year on $10k |
| $70 |
| $52 |
| YTD | — | +16.0% |
| 1 year | — | +16.9% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | — | −8.7% |
| Volatility · 1Y | — | 15.2% |
| Holdings | 0 | 0 |
| Assets | $93M | $128M |
| Leverage | None | None |
| Since | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.