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GPZ and LBO share 44.4% of their holdings.
| Side by side | GPZ | LBO |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.40% | 6.53% |
| Cost per year on $10k | $40 | $653 |
| Trailing 12-mo yield | 0.99% | 6.27% |
| Income per year on $10k | $99 | $627 |
| YTD | −16.1% | −9.7% |
| 1 year | −12.9% | −7.2% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −29.9% | −25.1% |
| Volatility · 1Y | 28.2% | 23.3% |
| Holdings | 24 | 0 |
| Assets | $245M | $7M |
| Leverage | None | None |
| Since | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.