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USVM and ESML share 19.6% of their holdings.
| Side by side | USVM | ESML |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.22% | 0.17% |
| Cost per year on $10k | $22 | $17 |
| Trailing 12-mo yield | 1.87% | 0.94% |
| Income per year on $10k | $187 | $94 |
| YTD | +18.7% | +17.8% |
| 1 year | +22.5% | +20.4% |
| 3 years · per year | +22.5% | +21.1% |
| 5 years · per year | +9.6% | +6.8% |
| Worst drop · 1Y | −8.4% | −9.0% |
| Volatility · 1Y | 13.8% | 16.2% |
| Holdings | 296 | 901 |
| Assets | $1.8B | $2.7B |
| Leverage | None | None |
| Since | 2017 | 2018 |
Highlighted = best in the row. Returns include dividends.