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VB and CGPT share 0.6% of their holdings.
| Side by side | VB | CGPT |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Thematic · AI & semis |
| Expense ratio | 0.03% | 0.75% |
| Cost per year on $10k | $3 | $75 |
| Trailing 12-mo yield | 1.24% | 0.00% |
| Income per year on $10k | $124 | $0 |
| YTD | +15.4% | — |
| 1 year | +15.9% | — |
| 3 years · per year | +19.5% | — |
| 5 years · per year | +6.7% | — |
| Worst drop · 1Y | −9.0% | — |
| Volatility · 1Y | 15.7% | — |
| Holdings | 1,357 | 0 |
| Assets | $176B | $1M |
| Leverage | None | None |
| Since | 2004 | 2026 |
Highlighted = best in the row. Returns include dividends.