Loading…
OUSM and SMLV share 8.1% of their holdings.
| Side by side | OUSM | SMLV |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.48% | 0.12% |
| Cost per year on $10k | $48 | $12 |
| Trailing 12-mo yield | 1.94% | 2.30% |
| Income per year on $10k | $194 | $230 |
| YTD | +15.0% | +22.5% |
| 1 year | +15.7% | +28.0% |
| 3 years · per year | +15.9% | +21.8% |
| 5 years · per year | +8.3% | +9.0% |
| Worst drop · 1Y | −9.2% | −7.3% |
| Volatility · 1Y | 13.0% | 13.1% |
| Holdings | 111 | 391 |
| Assets | $810M | $260M |
| Leverage | None | None |
| Since | 2016 | 2013 |
Highlighted = best in the row. Returns include dividends.