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FORH and OSCV share 4.1% of their holdings.
| Side by side | FORH | OSCV |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 1.19% | 0.79% |
| Cost per year on $10k | $119 | $79 |
| Trailing 12-mo yield | 1.85% | 1.11% |
| Income per year on $10k | $185 | $111 |
| YTD | −1.5% | +12.4% |
| 1 year | −6.8% | +10.8% |
| 3 years · per year | +5.0% | +13.6% |
| 5 years · per year | +1.8% | +5.1% |
| Worst drop · 1Y | −10.5% | −9.1% |
| Volatility · 1Y | 14.4% | 11.9% |
| Holdings | 0 | 0 |
| Assets | $18M | $632M |
| Leverage | None | None |
| Since | 2021 | 2018 |
Highlighted = best in the row. Returns include dividends.