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OASC and SEIS share 14.0% of their holdings.
| Side by side | OASC | SEIS |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 1.38% | 0.55% |
| Cost per year on $10k | $138 | $55 |
| Trailing 12-mo yield |
| 0.46% |
| 0.32% |
| Income per year on $10k | $46 | $32 |
| YTD | +15.7% | +13.7% |
| 1 year | +20.9% | +16.4% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −7.7% | −11.2% |
| Volatility · 1Y | 16.9% | 18.2% |
| Holdings | 10 | 364 |
| Assets | $101M | $623M |
| Leverage | None | None |
| Since | 2024 | 2024 |
Highlighted = best in the row. Returns include dividends.