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DVOL and OSCV share 6.4% of their holdings.
| Side by side | DVOL | OSCV |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Small cap |
| Expense ratio | 0.60% | 0.79% |
| Cost per year on $10k | $60 | $79 |
| Trailing 12-mo yield | 0.80% | 1.11% |
| Income per year on $10k | $80 | $111 |
| YTD | +5.1% | +12.4% |
| 1 year | +6.5% | +10.8% |
| 3 years · per year | +15.0% | +13.6% |
| 5 years · per year | +5.6% | +5.1% |
| Worst drop · 1Y | −9.8% | −9.1% |
| Volatility · 1Y | 12.0% | 11.9% |
| Holdings | 50 | 0 |
| Assets | $74M | $632M |
| Leverage | None | None |
| Since | 2018 | 2018 |
Highlighted = best in the row. Returns include dividends.