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USVM and CSB share 20.2% of their holdings.
| Side by side | PEY | USVM | CNRG | CSB |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap | US Stock Styles · Large cap | US Stock Styles · Small cap |
| Expense ratio | 0.68% | 0.29% | 0.45% | 0.40% |
| Cost per year on $10k | $68 | $29 | $45 | $40 |
| Trailing 12-mo yield | 4.31% | 1.87% | 1.62% | 3.13% |
| Income per year on $10k | $431 | $187 | $162 | $313 |
| YTD | +23.5% | +18.9% | −11.8% | +15.1% |
| 1 year | +20.3% | +20.8% | −17.8% | +16.3% |
| 3 years · per year | +15.0% | +22.1% | +9.9% | +15.8% |
| 5 years · per year | +8.1% | +9.8% | −4.0% | +5.6% |
| Worst drop · 1Y | −9.3% | −8.4% | −39.9% | −9.5% |
| Volatility · 1Y | 14.2% | 13.8% | 39.6% | 12.7% |
| Holdings | 50 | 296 | 38 | 102 |
| Assets | $1.1B | $1.8B | $162M | $240M |
| Leverage | None | None | None | None |
| Since | 2004 | 2017 | 2018 | 2015 |
Highlighted = best in the row. Returns include dividends.