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MSSM and VO share 3.1% of their holdings.
| Side by side | MSSM | VO |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.89% | 0.03% |
| Cost per year on $10k | $89 | $3 |
| Trailing 12-mo yield | 2.74% | 1.35% |
| Income per year on $10k | $274 | $135 |
| YTD | +14.9% | +13.7% |
| 1 year | +17.0% | +14.4% |
| 3 years · per year | — | +20.1% |
| 5 years · per year | — | +6.8% |
| Worst drop · 1Y | −9.5% | −8.2% |
| Volatility · 1Y | 17.1% | 12.4% |
| Holdings | 0 | 307 |
| Assets | $699M | $217B |
| Leverage | None | None |
| Since | 1991 | 2004 |
Highlighted = best in the row. Returns include dividends.