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MAMB and BAMB share 19.6% of their holdings.
| Side by side | MAMB | BAMB |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 1.15% | 0.95% |
| Cost per year on $10k | $115 | $95 |
| Trailing 12-mo yield | 2.76% | 3.09% |
| Income per year on $10k | $276 | $309 |
| YTD | +0.1% | −2.2% |
| 1 year | +0.2% | −2.4% |
| 3 years · per year | +6.8% | +3.3% |
| 5 years · per year | +0.5% | — |
| Worst drop · 1Y | −5.7% | −5.6% |
| Volatility · 1Y | 5.9% | 4.0% |
| Holdings | 11 | 8 |
| Assets | $199M | $55M |
| Leverage | None | None |
| Since | 2021 | 2023 |
Highlighted = best in the row. Returns include dividends.