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CGCV and VCR share 5.1% of their holdings.
| Side by side | CGCV | VCR |
|---|---|---|
| Strategy | Unsorted | Sectors · Consumer |
| Expense ratio | 0.33% | 0.09% |
| Cost per year on $10k | $33 | $9 |
| Trailing 12-mo yield | 1.54% | 0.76% |
| Income per year on $10k | $154 | $76 |
| YTD | +11.4% | +0.7% |
| 1 year | +13.3% | +3.2% |
| 3 years · per year | — | +17.7% |
| 5 years · per year | — | +4.2% |
| Worst drop · 1Y | −7.9% | −15.6% |
| Volatility · 1Y | 9.6% | 19.2% |
| Holdings | 95 | 293 |
| Assets | $2.2B | $6.2B |
| Leverage | None | None |
| Since | 2024 | 2004 |
Highlighted = best in the row. Returns include dividends.