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CVSM and SMLV share 2.9% of their holdings.
| Side by side | CVSM | SMLV |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.55% | 0.12% |
| Cost per year on $10k | $55 | $12 |
| Trailing 12-mo yield | 0.70% | 2.32% |
| Income per year on $10k | $70 | $232 |
| YTD | — | +21.5% |
| 1 year | — | +24.5% |
| 3 years · per year | — | +21.6% |
| 5 years · per year | — | +9.0% |
| Worst drop · 1Y | — | −7.3% |
| Volatility · 1Y | — | 13.1% |
| Holdings | 0 | 391 |
| Assets | $93M | $260M |
| Leverage | None | None |
| Since | 2026 | 2013 |
Highlighted = best in the row. Returns include dividends.