Loading…
ISMD and VO share 0.0% of their holdings.
| Side by side | ISMD | VO |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.53% | 0.03% |
| Cost per year on $10k | $53 | $3 |
| Trailing 12-mo yield | 1.40% | 1.34% |
| Income per year on $10k | $140 | $134 |
| YTD | +24.7% | +14.6% |
| 1 year | +24.4% | +13.8% |
| 3 years · per year | +19.8% | +19.7% |
| 5 years · per year | +8.4% | +7.1% |
| Worst drop · 1Y | −9.7% | −8.2% |
| Volatility · 1Y | 16.7% | 12.4% |
| Holdings | 11 | 307 |
| Assets | $330M | $217B |
| Leverage | None | None |
| Since | 2017 | 2004 |
Highlighted = best in the row. Returns include dividends.