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BSVO and FTKI share 11.6% of their holdings.
| Side by side | BSVO | SEA | FTKI | CVY |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | International · Global | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.45% | 2.32% | 0.86% | 1.15% |
| Cost per year on $10k | $45 | $232 | $86 | $115 |
| Trailing 12-mo yield | 1.21% | 4.46% | 11.75% | 3.98% |
| Income per year on $10k | $121 | $446 | $1,175 | $398 |
| YTD | +25.4% | +51.6% | +13.7% | +12.5% |
| 1 year | +30.2% | +55.9% | +18.5% | +15.4% |
| 3 years · per year | +20.8% | +27.1% | — | +16.0% |
| 5 years · per year | — | — | — | +8.0% |
| Worst drop · 1Y | −8.3% | −8.0% | −5.6% | −7.4% |
| Volatility · 1Y | 15.8% | 17.8% | 10.8% | 10.4% |
| Holdings | 0 | 31 | 203 | 150 |
| Assets | $2.5B | $19M | $26M | $119M |
| Leverage | None | None | None | None |
| Since | 2010 | 2022 | 2025 | 2006 |
Highlighted = best in the row. Returns include dividends.