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PSC and CVSM share 1.3% of their holdings.
| Side by side | PSC | CVSM |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap |
| Expense ratio | 0.38% | 0.55% |
| Cost per year on $10k | $38 | $55 |
| Trailing 12-mo yield | 0.59% | 0.68% |
| Income per year on $10k | $59 | $68 |
| YTD | +18.5% | — |
| 1 year | +21.5% | — |
| 3 years · per year | +22.1% | — |
| 5 years · per year | +8.6% | — |
| Worst drop · 1Y | −10.0% | — |
| Volatility · 1Y | 16.7% | — |
| Holdings | 487 | 0 |
| Assets | $2.7B | $99M |
| Leverage | None | None |
| Since | 2016 | 2026 |
Highlighted = best in the row. Returns include dividends.