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| Side by side | OVLH |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.80% |
| Cost per year on $10k | $80 |
| Trailing 12-mo yield | 0.28% |
| Income per year on $10k | $28 |
| YTD | +7.4% |
| 1 year | +6.1% |
| 3 years · per year | +17.5% |
| 5 years · per year | +8.5% |
| Worst drop · 1Y | −6.4% |
| Volatility · 1Y | 9.2% |
| Holdings | 9 |
| Assets | $106M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.