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| Side by side | SMLV |
|---|---|
| Strategy | Unsorted |
| Expense ratio | 0.12% |
| Cost per year on $10k | $12 |
| Trailing 12-mo yield | 2.32% |
| Income per year on $10k | $232 |
| YTD | +21.5% |
| 1 year | +24.5% |
| 3 years · per year | +21.6% |
| 5 years · per year | +9.0% |
| Worst drop · 1Y | −7.3% |
| Volatility · 1Y | 13.1% |
| Holdings | 391 |
| Assets | $260M |
| Leverage | None |
| Since | 2013 |
Highlighted = best in the row. Returns include dividends.