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REGL and SMMV share 19.2% of their holdings.
| Side by side | REGL | OSCV | SMMV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.40% | 0.79% | 0.20% |
| Cost per year on $10k | $40 | $79 | $20 |
| Trailing 12-mo yield | 2.17% | 1.11% | 1.57% |
| Income per year on $10k | $217 | $111 | $157 |
| YTD | +10.7% | +12.4% | +9.4% |
| 1 year | +12.9% | +10.8% | +11.5% |
| 3 years · per year | +15.3% | +13.6% | +15.2% |
| 5 years · per year | +7.7% | +5.1% | +5.9% |
| Worst drop · 1Y | −9.7% | −9.1% | −7.0% |
| Volatility · 1Y | 12.5% | 11.9% | 9.4% |
| Holdings | 67 | 0 | 358 |
| Assets | $1.7B | $632M | $279M |
| Leverage | None | None | None |
| Since | 2015 | 2018 | 2016 |
Highlighted = best in the row. Returns include dividends.