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VBR and SCHM share 55.2% of their holdings.
| Side by side | CALF | VBR | SCHM |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Mid cap |
| Expense ratio | 0.59% | 0.05% | 0.03% |
| Cost per year on $10k | $59 | $5 | $3 |
| Trailing 12-mo yield | 1.09% | 1.81% | 1.26% |
| Income per year on $10k | $109 | $181 | $126 |
| YTD | +32.3% | +17.3% | +18.6% |
| 1 year | +34.8% | +19.6% | +19.9% |
| 3 years · per year | +15.0% | +19.7% | +19.6% |
| 5 years · per year | +7.5% | +8.8% | +7.1% |
| Worst drop · 1Y | −7.9% | −8.9% | −9.3% |
| Volatility · 1Y | 15.8% | 13.9% | 16.4% |
| Holdings | 201 | 841 | 503 |
| Assets | $3.8B | $64.1B | $14.8B |
| Leverage | None | None | None |
| Since | 2017 | 2004 | 2011 |
Highlighted = best in the row. Returns include dividends.