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| Side by side | OUSM |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.48% |
| Cost per year on $10k | $48 |
| Trailing 12-mo yield | 1.98% |
| Income per year on $10k | $198 |
| YTD | +13.2% |
| 1 year | +12.6% |
| 3 years · per year | +15.0% |
| 5 years · per year | +8.0% |
| Worst drop · 1Y | −9.2% |
| Volatility · 1Y | 12.8% |
| Holdings | 111 |
| Assets | $804M |
| Leverage | None |
| Since | 2016 |
Highlighted = best in the row. Returns include dividends.