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OVS and FGSM share 21.8% of their holdings.
| Side by side | OVS | FGSM | QPX | AAAA |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | International · Emerging | US Stock Styles · Growth | Unsorted |
| Expense ratio | 0.83% | 0.82% | 1.76% | 0.49% |
| Cost per year on $10k | $83 | $82 | $176 | $49 |
| Trailing 12-mo yield | 9.90% | 1.40% | 0.00% | 1.41% |
| Income per year on $10k | $990 | $140 | $0 | $141 |
| YTD | +19.9% | +16.2% | +6.6% | +12.4% |
| 1 year | +20.3% | +18.7% | +6.8% | +12.6% |
| 3 years · per year | +20.4% | — | +20.0% | — |
| 5 years · per year | +6.2% | — | +9.9% | — |
| Worst drop · 1Y | −9.9% | −9.8% | −11.6% | −7.8% |
| Volatility · 1Y | 17.7% | 14.4% | 16.3% | 11.9% |
| Holdings | 10 | 0 | 9 | 0 |
| Assets | $43M | $48M | $33M | $283M |
| Leverage | None | None | None | None |
| Since | 2019 | 2024 | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.