Loading…
NBSM and ROSC share 3.2% of their holdings.
| Side by side | NBSM | ROSC |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.34% |
| Cost per year on $10k | $75 | $34 |
| Trailing 12-mo yield | 0.35% | 1.91% |
| Income per year on $10k | $35 | $191 |
| YTD | +14.8% | +19.9% |
| 1 year | +14.3% | +25.4% |
| 3 years · per year | — | +19.7% |
| 5 years · per year | — | +9.4% |
| Worst drop · 1Y | −10.1% | −7.8% |
| Volatility · 1Y | 14.3% | 13.4% |
| Holdings | 67 | 317 |
| Assets | $112M | $48M |
| Leverage | None | None |
| Since | 2024 | 2015 |
Highlighted = best in the row. Returns include dividends.