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VPC and CEFS share 5.7% of their holdings.
| Side by side | VPC | CEFS |
|---|---|---|
| Strategy | Bonds & Cash · Corporate | Unsorted |
| Expense ratio | 10.60% | 1.11% |
| Cost per year on $10k | $1,060 | $111 |
| Trailing 12-mo yield | 15.30% | 7.85% |
| Income per year on $10k | $1,530 | $785 |
| YTD | −11.7% | +11.9% |
| 1 year | −12.0% | +14.8% |
| 3 years · per year | +0.1% | +22.6% |
| 5 years · per year | −0.3% | +12.3% |
| Worst drop · 1Y | −18.2% | −6.0% |
| Volatility · 1Y | 14.5% | 11.8% |
| Holdings | 198 | 115 |
| Assets | $27M | $429M |
| Leverage | None | None |
| Since | 2019 | 2017 |
Highlighted = best in the row. Returns include dividends.