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OSCV and SFLO share 3.6% of their holdings.
| Side by side | OSCV | SFLO |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.79% | 0.56% |
| Cost per year on $10k | $79 | $56 |
| Trailing 12-mo yield | 1.11% | 0.72% |
| Income per year on $10k | $111 | $72 |
| YTD | +12.4% | +37.2% |
| 1 year | +10.8% | +40.2% |
| 3 years · per year | +13.6% | — |
| 5 years · per year | +5.1% | — |
| Worst drop · 1Y | −9.1% | −8.2% |
| Volatility · 1Y | 11.9% | 17.2% |
| Holdings | 0 | 202 |
| Assets | $632M | $886M |
| Leverage | None | None |
| Since | 2018 | 2023 |
Highlighted = best in the row. Returns include dividends.