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CGMM and VO share 16.9% of their holdings.
| Side by side | CGMM | VO | IJH |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.51% | 0.03% | 0.05% |
| Cost per year on $10k | $51 | $3 | $5 |
| Trailing 12-mo yield | 0.39% | 1.34% | 1.22% |
| Income per year on $10k | $39 | $134 | $122 |
| YTD | +10.6% | +14.6% | +13.3% |
| 1 year | +12.4% | +13.8% | +14.5% |
| 3 years · per year | — | +19.7% | +17.6% |
| 5 years · per year | — | +7.1% | +7.4% |
| Worst drop · 1Y | −10.1% | −8.2% | −8.8% |
| Volatility · 1Y | 15.8% | 12.4% | 15.0% |
| Holdings | 86 | 307 | 407 |
| Assets | $3.6B | $217B | $125B |
| Leverage | None | None | None |
| Since | 2025 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.