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HQDG and CWS share 18.3% of their holdings.
| Side by side | BBMC | HQDG | CWS |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.07% | 0.50% | 0.78% |
| Cost per year on $10k | $7 | $50 | $78 |
| Trailing 12-mo yield | 1.14% | 0.00% | 0.31% |
| Income per year on $10k | $114 | $0 | $31 |
| YTD | +16.8% | — | −0.8% |
| 1 year | +20.3% | — | +2.0% |
| 3 years · per year | +22.0% | — | +11.9% |
| 5 years · per year | +7.1% | — | +7.2% |
| Worst drop · 1Y | −9.7% | — | −11.9% |
| Volatility · 1Y | 16.2% | — | 13.5% |
| Holdings | 459 | 0 | 27 |
| Assets | $2.1B | $76M | $113M |
| Leverage | None | None | None |
| Since | 2020 | 2026 | 2016 |
Highlighted = best in the row. Returns include dividends.