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BBMC and CWS share 1.6% of their holdings.
| Side by side | BBMC | CWS |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.07% | 0.79% |
| Cost per year on $10k | $7 | $79 |
| Trailing 12-mo yield | 1.13% | 0.31% |
| Income per year on $10k | $113 | $31 |
| YTD | +17.7% | −1.5% |
| 1 year | +19.2% | −2.0% |
| 3 years · per year | +21.7% | +11.3% |
| 5 years · per year | +7.4% | +7.2% |
| Worst drop · 1Y | −9.7% | −11.9% |
| Volatility · 1Y | 16.2% | 13.7% |
| Holdings | 459 | 27 |
| Assets | $2.1B | $112M |
| Leverage | None | None |
| Since | 2020 | 2016 |
Highlighted = best in the row. Returns include dividends.