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CVMC and VO share 47.3% of their holdings.
| Side by side | CVMC | VO |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.15% | 0.03% |
| Cost per year on $10k | $15 | $3 |
| Trailing 12-mo yield | 1.18% | 1.34% |
| Income per year on $10k | $118 | $134 |
| YTD | +20.2% | +14.6% |
| 1 year | +21.1% | +13.8% |
| 3 years · per year | +20.5% | +19.7% |
| 5 years · per year | — | +7.1% |
| Worst drop · 1Y | −9.3% | −8.2% |
| Volatility · 1Y | 14.0% | 12.4% |
| Holdings | 0 | 307 |
| Assets | $113M | $217B |
| Leverage | None | None |
| Since | 2023 | 2004 |
Highlighted = best in the row. Returns include dividends.