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| Side by side | OVL |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.79% |
| Cost per year on $10k | $79 |
| Trailing 12-mo yield | 9.24% |
| Income per year on $10k | $924 |
| YTD |
| +14.7% |
| 1 year | +14.3% |
| 3 years · per year | +25.5% |
| 5 years · per year | +12.7% |
| Worst drop · 1Y | −8.7% |
| Volatility · 1Y | 15.0% |
| Holdings | 10 |
| Assets | $524M |
| Leverage | None |
| Since | 2019 |
Highlighted = best in the row. Returns include dividends.