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BEEZ and SGRW share 2.0% of their holdings.
| Side by side | BEEZ | SGRW |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Small cap |
| Expense ratio | 0.64% | 0.80% |
| Cost per year on $10k | $64 | $80 |
| Trailing 12-mo yield | 0.50% | 0.00% |
| Income per year on $10k | $50 | $0 |
| YTD | +10.9% | — |
| 1 year | +10.0% | — |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −8.4% | — |
| Volatility · 1Y | 13.5% | — |
| Holdings | 0 | 0 |
| Assets | $6M | $27M |
| Leverage | None | None |
| Since | 2023 | 2026 |
Highlighted = best in the row. Returns include dividends.