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VRP and CSSD share 1.0% of their holdings.
| Side by side | VRP | GTO | SCMC | CSSD |
|---|---|---|---|---|
| Strategy | Unsorted | Bonds & Cash · Core aggregate | Income · Dividend stocks | Bonds & Cash · Short-term |
| Expense ratio | 0.50% | 0.35% | 0.55% | 0.49% |
| Cost per year on $10k | $50 | $35 | $55 | $49 |
| Trailing 12-mo yield | 5.93% | 4.94% | 4.40% | 5.26% |
| Income per year on $10k | $593 | $494 | $440 | $526 |
| YTD | +0.5% | −1.0% | +1.2% | +2.1% |
| 1 year | +0.7% | −0.6% | — | — |
| 3 years · per year | +9.1% | +5.7% | — | — |
| 5 years · per year | +3.7% | −0.3% | — | — |
| Worst drop · 1Y | −2.9% | −4.6% | — | — |
| Volatility · 1Y | 3.0% | 3.7% | — | — |
| Holdings | 366 | 1,908 | 0 | 179 |
| Assets | $3.0B | $2.6B | $261M | $63M |
| Leverage | None | None | None | None |
| Since | 2014 | 2016 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.