Loading…
OVL and OVLH share 100.0% of their holdings.
| Side by side | OVL | OVLH |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.79% | 0.80% |
| Cost per year on $10k | $79 | $80 |
| Trailing 12-mo yield | 9.52% | 0.28% |
| Income per year on $10k | $952 | $28 |
| YTD | +11.4% | +5.7% |
| 1 year | +12.3% | +5.3% |
| 3 years · per year | +25.8% | +17.7% |
| 5 years · per year | +11.9% | +8.1% |
| Worst drop · 1Y | −8.7% | −6.4% |
| Volatility · 1Y | 15.1% | 9.3% |
| Holdings | 11 | 9 |
| Assets | $509M | $106M |
| Leverage | None | None |
| Since | 2019 | 2021 |
Highlighted = best in the row. Returns include dividends.