Loading…
CALF and SYLD share 18.2% of their holdings.
| Side by side | CALF | SYLD |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Unsorted |
| Expense ratio | 0.59% | 0.59% |
| Cost per year on $10k | $59 | $59 |
| Trailing 12-mo yield | 1.09% | 1.70% |
| Income per year on $10k | $109 | $170 |
| YTD | +32.3% | +26.1% |
| 1 year | +34.8% | +28.8% |
| 3 years · per year | +15.0% | +15.8% |
| 5 years · per year | +7.5% | +8.6% |
| Worst drop · 1Y | −7.9% | −6.9% |
| Volatility · 1Y | 15.8% | 13.8% |
| Holdings | 201 | 101 |
| Assets | $3.8B | $1.0B |
| Leverage | None | None |
| Since | 2017 | 2013 |
Highlighted = best in the row. Returns include dividends.