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WBIF and BMVP share 16.8% of their holdings.
| Side by side | BOUT | WBIF | BMVP |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Value | US Stock Styles · Factor |
| Expense ratio | 0.80% | 1.64% | 0.29% |
| Cost per year on $10k | $80 | $164 | $29 |
| Trailing 12-mo yield | 0.31% | 0.00% | 1.74% |
| Income per year on $10k | $31 | $0 | $174 |
| YTD | +10.6% | +18.3% | +13.4% |
| 1 year | +5.5% | +18.0% | +15.5% |
| 3 years · per year | +12.3% | +13.0% | +17.7% |
| 5 years · per year | +2.6% | +4.0% | +7.4% |
| Worst drop · 1Y | −18.0% | −7.0% | −6.4% |
| Volatility · 1Y | 22.2% | 12.1% | 10.0% |
| Holdings | 27 | 32 | 55 |
| Assets | $14M | $23M | $104M |
| Leverage | None | None | None |
| Since | 2018 | 2014 | 2003 |
Highlighted = best in the row. Returns include dividends.