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OASC and SMIZ share 14.5% of their holdings.
| Side by side | GEND | OASC | SMIZ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.38% | 1.38% | 0.60% |
| Cost per year on $10k | $38 | $138 | $60 |
| Trailing 12-mo yield | 2.85% | 0.45% | 0.55% |
| Income per year on $10k | $285 | $45 | $55 |
| YTD | +22.1% | +18.6% | +12.9% |
| 1 year | +25.0% | +21.1% | +10.9% |
| 3 years · per year | — | — | +20.9% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −6.3% | −7.7% | −10.5% |
| Volatility · 1Y | 10.7% | 16.8% | 17.7% |
| Holdings | 33 | 10 | 0 |
| Assets | $6M | $101M | $277M |
| Leverage | None | None | None |
| Since | 2025 | 2024 | 2023 |
Highlighted = best in the row. Returns include dividends.