Loading…
USVM and CSB share 20.2% of their holdings.
| Side by side | USVM | CNRG | CSB |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Large cap | US Stock Styles · Small cap |
| Expense ratio | 0.22% | 0.45% | 0.39% |
| Cost per year on $10k | $22 | $45 | $39 |
| Trailing 12-mo yield | 1.87% | 1.65% | 3.08% |
| Income per year on $10k | $187 | $165 | $308 |
| YTD | +18.7% | −13.1% | +17.1% |
| 1 year | +22.5% | −19.7% | +21.4% |
| 3 years · per year | +22.5% | +10.0% | +16.5% |
| 5 years · per year | +9.6% | −4.5% | +5.8% |
| Worst drop · 1Y | −8.4% | −39.9% | −9.5% |
| Volatility · 1Y | 13.8% | 39.5% | 12.6% |
| Holdings | 296 | 38 | 102 |
| Assets | $1.8B | $163M | $245M |
| Leverage | None | None | None |
| Since | 2017 | 2018 | 2015 |
Highlighted = best in the row. Returns include dividends.