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IBUY and CVSM share 2.5% of their holdings.
| Side by side | IBUY | CVSM |
|---|---|---|
| Strategy | Sectors · Consumer | US Stock Styles · Mid cap |
| Expense ratio | 0.65% | 0.55% |
| Cost per year on $10k | $65 | $55 |
| Trailing 12-mo yield | 0.11% | 0.70% |
| Income per year on $10k | $11 | $70 |
| YTD | −3.9% | — |
| 1 year | −6.4% | — |
| 3 years · per year | +18.9% | — |
| 5 years · per year | −8.8% | — |
| Worst drop · 1Y | −21.7% | — |
| Volatility · 1Y | 22.9% | — |
| Holdings | 83 | 0 |
| Assets | $127M | $93M |
| Leverage | None | None |
| Since | 2016 | 2026 |
Highlighted = best in the row. Returns include dividends.