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BBHM and IQSM share 3.4% of their holdings.
| Side by side | BBHM | IQSM |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.81% | 0.15% |
| Cost per year on $10k | $81 | $15 |
| Trailing 12-mo yield | 0.00% | 1.04% |
| Income per year on $10k | $0 | $104 |
| YTD | +4.9% | +15.0% |
| 1 year | — | +16.9% |
| 3 years · per year | — | +17.3% |
| 5 years · per year | — | — |
| Worst drop · 1Y | — | −8.9% |
| Volatility · 1Y | — | 14.6% |
| Holdings | 0 | 245 |
| Assets | $368M | $357M |
| Leverage | None | None |
| Since | 2021 | 2022 |
Highlighted = best in the row. Returns include dividends.