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LSAT and CGVV share 5.4% of their holdings.
| Side by side | LSAT | CGVV |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Value |
| Expense ratio | 0.99% | 0.33% |
| Cost per year on $10k | $99 | $33 |
| Trailing 12-mo yield | 1.49% | 0.83% |
| Income per year on $10k | $149 | $83 |
| YTD | +27.5% | +18.0% |
| 1 year | +26.0% | +22.5% |
| 3 years · per year | +17.1% | — |
| 5 years · per year | +8.6% | — |
| Worst drop · 1Y | −7.5% | −10.1% |
| Volatility · 1Y | 13.4% | 13.5% |
| Holdings | 10 | 0 |
| Assets | $72M | $163M |
| Leverage | None | None |
| Since | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.