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| Side by side | BEEZ |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.64% |
| Cost per year on $10k | $64 |
| Trailing 12-mo yield | 0.51% |
| Income per year on $10k |
| $51 |
| YTD | +9.3% |
| 1 year | +7.1% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −8.4% |
| Volatility · 1Y | 13.4% |
| Holdings | 0 |
| Assets | $6M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.