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RZV and CVY share 5.2% of their holdings.
| Side by side | RZV | CVY |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.35% | 1.15% |
| Cost per year on $10k | $35 | $115 |
| Trailing 12-mo yield | 1.41% | 3.98% |
| Income per year on $10k | $141 | $398 |
| YTD | +23.1% | +12.5% |
| 1 year | +22.6% | +15.4% |
| 3 years · per year | +21.2% | +16.0% |
| 5 years · per year | +9.6% | +8.0% |
| Worst drop · 1Y | −12.6% | −7.4% |
| Volatility · 1Y | 18.5% | 10.4% |
| Holdings | 156 | 150 |
| Assets | $285M | $119M |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.