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CVSM and TMDV share 3.1% of their holdings.
| Side by side | PSC | CVSM | TMDV |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.38% | 0.55% | 0.35% |
| Cost per year on $10k | $38 | $55 | $35 |
| Trailing 12-mo yield | 0.58% | 0.70% | 2.46% |
| Income per year on $10k | $58 | $70 | $246 |
| YTD | +21.0% | — | +15.1% |
| 1 year | +21.9% | — | +15.8% |
| 3 years · per year | +22.5% | — | +11.2% |
| 5 years · per year | +9.2% | — | +4.7% |
| Worst drop · 1Y | −10.0% | — | −9.8% |
| Volatility · 1Y | 16.6% | — | 12.5% |
| Holdings | 487 | 0 | 67 |
| Assets | $2.7B | $93M | $5M |
| Leverage | None | None | None |
| Since | 2016 | 2026 | 2019 |
Highlighted = best in the row. Returns include dividends.