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SMMV and SMLV share 22.1% of their holdings.
| Side by side | SCDV | OUSM | SMMV | SMLV |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Small cap | Unsorted |
| Expense ratio | 0.70% | 0.48% | 0.20% | 0.12% |
| Cost per year on $10k | $70 | $48 | $20 | $12 |
| Trailing 12-mo yield | 0.42% | 1.94% | 1.56% | 2.30% |
| Income per year on $10k | $42 | $194 | $156 | $230 |
| YTD | +10.5% | +15.0% | +10.2% | +22.5% |
| 1 year | +8.4% | +15.7% | +14.1% | +28.0% |
| 3 years · per year | — | +15.9% | +15.3% | +21.8% |
| 5 years · per year | — | +8.3% | +5.9% | +9.0% |
| Worst drop · 1Y | −11.4% | −9.2% | −7.0% | −7.3% |
| Volatility · 1Y | 15.6% | 13.0% | 9.4% | 13.1% |
| Holdings | 36 | 111 | 358 | 391 |
| Assets | $148M | $810M | $278M | $260M |
| Leverage | None | None | None | None |
| Since | 2024 | 2016 | 2016 | 2013 |
Highlighted = best in the row. Returns include dividends.