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MVPA and CVY share 5.3% of their holdings.
| Side by side | MVPA | CVY |
|---|---|---|
| Strategy | US Stock Styles · Value | Income · Dividend stocks |
| Expense ratio | 0.60% | 1.15% |
| Cost per year on $10k | $60 | $115 |
| Trailing 12-mo yield | 0.51% | 3.98% |
| Income per year on $10k | $51 | $398 |
| YTD | +9.1% | +12.5% |
| 1 year | +5.0% | +15.4% |
| 3 years · per year | — | +16.0% |
| 5 years · per year | — | +8.0% |
| Worst drop · 1Y | −13.8% | −7.4% |
| Volatility · 1Y | 18.6% | 10.4% |
| Holdings | 32 | 150 |
| Assets | $70M | $119M |
| Leverage | None | None |
| Since | 2024 | 2006 |
Highlighted = best in the row. Returns include dividends.