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TMDV and ELFY share 3.1% of their holdings.
| Side by side | CVSM | TMDV | ELFY |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks | Thematic · Infrastructure |
| Expense ratio | 0.55% | 0.35% | 0.50% |
| Cost per year on $10k | $55 | $35 | $50 |
| Trailing 12-mo yield | 0.70% | 2.46% | 1.14% |
| Income per year on $10k | $70 | $246 | $114 |
| YTD | — | +15.1% | +10.1% |
| 1 year | — | +15.8% | +5.5% |
| 3 years · per year | — | +11.2% | — |
| 5 years · per year | — | +4.7% | — |
| Worst drop · 1Y | — | −9.8% | −18.8% |
| Volatility · 1Y | — | 12.5% | 21.7% |
| Holdings | 0 | 67 | 79 |
| Assets | $93M | $5M | $168M |
| Leverage | None | None | None |
| Since | 2026 | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.