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NUMV and VO share 17.8% of their holdings.
| Side by side | NUMV | VO |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.31% | 0.03% |
| Cost per year on $10k | $31 | $3 |
| Trailing 12-mo yield | 1.32% | 1.34% |
| Income per year on $10k | $132 | $134 |
| YTD | +15.8% | +14.6% |
| 1 year | +18.9% | +13.8% |
| 3 years · per year | +21.0% | +19.7% |
| 5 years · per year | +6.9% | +7.1% |
| Worst drop · 1Y | −8.7% | −8.2% |
| Volatility · 1Y | 12.4% | 12.4% |
| Holdings | 89 | 307 |
| Assets | $425M | $217B |
| Leverage | None | None |
| Since | 2016 | 2004 |
Highlighted = best in the row. Returns include dividends.