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MKAM and BAMO share 39.5% of their holdings.
| Side by side | MKAM | BAMU | BAMO |
|---|---|---|---|
| Strategy | Unsorted | Bonds & Cash · Ultra-short | Unsorted |
| Expense ratio | 0.55% | 0.95% | 0.95% |
| Cost per year on $10k | $55 | $95 | $95 |
| Trailing 12-mo yield | 2.62% | 2.90% | 1.37% |
| Income per year on $10k | $262 | $290 | $137 |
| YTD | +5.8% | +2.2% | +6.7% |
| 1 year | +6.5% | +2.7% | +8.1% |
| 3 years · per year | +10.7% | +3.5% | +13.6% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −3.7% | −0.6% | −5.5% |
| Volatility · 1Y | 6.5% | 1.1% | 7.3% |
| Holdings | 0 | 7 | 7 |
| Assets | $13M | $66M | $44M |
| Leverage | None | None | None |
| Since | 2023 | 2023 | 2023 |
Highlighted = best in the row. Returns include dividends.