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| Side by side | CGMS |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.39% |
| Cost per year on $10k | $39 |
| Trailing 12-mo yield | 6.22% |
| Income per year on $10k | $622 |
| YTD | +0.4% |
| 1 year | +0.8% |
| 3 years · per year | +7.9% |
| 5 years · per year | — |
| Worst drop · 1Y | −2.8% |
| Volatility · 1Y | 3.6% |
| Holdings | 1,246 |
| Assets | $5.6B |
| Leverage | None |
| Since | 2022 |
Highlighted = best in the row. Returns include dividends.