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CSD and KDVD share 7.7% of their holdings.
| Side by side | BBMC | CSD | TINY | KDVD |
|---|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Large cap | Sectors · Technology | Income · Dividend stocks |
| Expense ratio | 0.07% | 0.66% | 0.58% | 0.90% |
| Cost per year on $10k | $7 | $66 | $58 | $90 |
| Trailing 12-mo yield | 1.13% | 0.12% | 0.09% | 1.85% |
| Income per year on $10k | $113 | $12 | $9 | $185 |
| YTD | +17.7% | +28.9% | +31.3% | +19.2% |
| 1 year | +19.2% | +33.0% | +30.4% | — |
| 3 years · per year | +21.7% | +33.9% | +27.5% | — |
| 5 years · per year | +7.4% | +14.8% | — | — |
| Worst drop · 1Y | −9.7% | −17.1% | −32.0% | — |
| Volatility · 1Y | 16.2% | 24.9% | 39.8% | — |
| Holdings | 459 | 31 | 32 | 0 |
| Assets | $2.1B | $210M | $12M | $9M |
| Leverage | None | None | None | None |
| Since | 2020 | 2006 | 2021 | 2025 |
Highlighted = best in the row. Returns include dividends.