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TMDV and ELFY share 3.1% of their holdings.
| Side by side | CVSM | TMDV | ELFY |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks | Thematic · Infrastructure |
| Expense ratio | 0.55% | 0.35% | 0.50% |
| Cost per year on $10k | $55 | $35 | $50 |
| Trailing 12-mo yield | 0.68% | 2.41% | 1.17% |
| Income per year on $10k | $68 | $241 | $117 |
| YTD | — | +17.8% | +7.6% |
| 1 year | — | +21.5% | +3.7% |
| 3 years · per year | — | +12.0% | — |
| 5 years · per year | — | +5.0% | — |
| Worst drop · 1Y | — | −9.8% | −18.8% |
| Volatility · 1Y | — | 12.4% | 21.8% |
| Holdings | 0 | 67 | 79 |
| Assets | $99M | $5M | $166M |
| Leverage | None | None | None |
| Since | 2026 | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.