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CALF and SPGP share 8.0% of their holdings.
| Side by side | CALF | SPGP |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Large cap |
| Expense ratio | 0.59% | 0.34% |
| Cost per year on $10k | $59 | $34 |
| Trailing 12-mo yield | 1.09% | 0.78% |
| Income per year on $10k | $109 | $78 |
| YTD | +32.3% | +8.8% |
| 1 year | +34.8% | +8.8% |
| 3 years · per year | +15.0% | +12.9% |
| 5 years · per year | +7.5% | +7.3% |
| Worst drop · 1Y | −7.9% | −11.2% |
| Volatility · 1Y | 15.8% | 15.3% |
| Holdings | 201 | 75 |
| Assets | $3.8B | $2.1B |
| Leverage | None | None |
| Since | 2017 | 2011 |
Highlighted = best in the row. Returns include dividends.