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SRET and ACSV share 3.2% of their holdings.
| Side by side | SRET | ACSV |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.58% | 0.49% |
| Cost per year on $10k | $58 | $49 |
| Trailing 12-mo yield | 9.48% | 1.05% |
| Income per year on $10k | $948 | $105 |
| YTD | −1.6% | +19.0% |
| 1 year | −0.1% | +19.4% |
| 3 years · per year | +11.4% | — |
| 5 years · per year | +0.1% | — |
| Worst drop · 1Y | −15.5% | −8.6% |
| Volatility · 1Y | 12.5% | 14.9% |
| Holdings | 29 | 200 |
| Assets | $199M | $25M |
| Leverage | None | None |
| Since | 2015 | 2025 |
Highlighted = best in the row. Returns include dividends.