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CZA and VO share 9.2% of their holdings.
| Side by side | CZA | VO |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.69% | 0.03% |
| Cost per year on $10k | $69 | $3 |
| Trailing 12-mo yield | 1.38% | 1.34% |
| Income per year on $10k | $138 | $134 |
| YTD | +13.2% | +14.6% |
| 1 year | +15.9% | +13.8% |
| 3 years · per year | +17.3% | +19.7% |
| 5 years · per year | +7.3% | +7.1% |
| Worst drop · 1Y | −9.2% | −8.2% |
| Volatility · 1Y | 11.9% | 12.4% |
| Holdings | 101 | 307 |
| Assets | $179M | $217B |
| Leverage | None | None |
| Since | 2007 | 2004 |
Highlighted = best in the row. Returns include dividends.