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SMCP and SCDV share 5.0% of their holdings.
| Side by side | SMCP | SCDV |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.79% | 0.70% |
| Cost per year on $10k | $79 | $70 |
| Trailing 12-mo yield | 0.00% | 0.42% |
| Income per year on $10k |
| $0 |
| $42 |
| YTD | — | +10.5% |
| 1 year | — | +8.4% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | — | −11.4% |
| Volatility · 1Y | — | 15.6% |
| Holdings | 0 | 36 |
| Assets | $13M | $148M |
| Leverage | None | None |
| Since | 2026 | 2024 |
Highlighted = best in the row. Returns include dividends.