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USVM and TSRS share 1.2% of their holdings.
| Side by side | USVM | TSRS |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Real estate |
| Expense ratio | 0.29% | 0.65% |
| Cost per year on $10k | $29 | $65 |
| Trailing 12-mo yield | 1.87% | 2.98% |
| Income per year on $10k | $187 | $298 |
| YTD | +18.9% | +3.2% |
| 1 year | +20.8% | — |
| 3 years · per year | +22.1% | — |
| 5 years · per year | +9.8% | — |
| Worst drop · 1Y | −8.4% | — |
| Volatility · 1Y | 13.8% | — |
| Holdings | 296 | 27 |
| Assets | $1.8B | $2M |
| Leverage | None | None |
| Since | 2017 | 2025 |
Highlighted = best in the row. Returns include dividends.