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SCDV and OUSM share 15.1% of their holdings.
| Side by side | SCDV | OUSM |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.70% | 0.48% |
| Cost per year on $10k | $70 | $48 |
| Trailing 12-mo yield | 0.42% | 1.94% |
| Income per year on $10k | $42 | $194 |
| YTD | +10.5% | +15.0% |
| 1 year | +8.4% | +15.7% |
| 3 years · per year | — | +15.9% |
| 5 years · per year | — | +8.3% |
| Worst drop · 1Y | −11.4% | −9.2% |
| Volatility · 1Y | 15.6% | 13.0% |
| Holdings | 36 | 111 |
| Assets | $148M | $810M |
| Leverage | None | None |
| Since | 2024 | 2016 |
Highlighted = best in the row. Returns include dividends.