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SMMV and SMLV share 22.1% of their holdings.
| Side by side | SMMV | SMLV |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Unsorted |
| Expense ratio | 0.20% | 0.12% |
| Cost per year on $10k | $20 | $12 |
| Trailing 12-mo yield | 1.56% | 2.30% |
| Income per year on $10k | $156 | $230 |
| YTD | +10.2% | +22.5% |
| 1 year | +14.1% | +28.0% |
| 3 years · per year | +15.3% | +21.8% |
| 5 years · per year | +5.9% | +9.0% |
| Worst drop · 1Y | −7.0% | −7.3% |
| Volatility · 1Y | 9.4% | 13.1% |
| Holdings | 358 | 391 |
| Assets | $278M | $260M |
| Leverage | None | None |
| Since | 2016 | 2013 |
Highlighted = best in the row. Returns include dividends.