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BCUS and GDIV share 7.9% of their holdings.
| Side by side | BCUS | GDIV | SAWS |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.80% | 0.50% | 0.55% |
| Cost per year on $10k | $80 | $50 | $55 |
| Trailing 12-mo yield | 0.11% | 1.25% | 0.02% |
| Income per year on $10k | $11 | $125 | $2 |
| YTD | +2.5% | +12.8% | +7.3% |
| 1 year | +1.5% | +15.6% | +6.9% |
| 3 years · per year | — | +17.1% | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −15.0% | −9.6% | −15.4% |
| Volatility · 1Y | 18.0% | 11.6% | 18.3% |
| Holdings | 30 | 52 | 74 |
| Assets | $145M | $239M | $7M |
| Leverage | None | None | None |
| Since | 2023 | 2010 | 2024 |
Highlighted = best in the row. Returns include dividends.