Loading…
WELD and NBSM share 1.9% of their holdings.
| Side by side | WELD | NBSM |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.75% | 0.75% |
| Cost per year on $10k | $75 | $75 |
| Trailing 12-mo yield | 0.25% | 0.35% |
| Income per year on $10k | $25 | $35 |
| YTD | +16.9% | +14.8% |
| 1 year | +16.4% | +14.3% |
| 3 years · per year | +25.6% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −21.6% | −10.1% |
| Volatility · 1Y | 28.3% | 14.3% |
| Holdings | 22 | 67 |
| Assets | $249M | $112M |
| Leverage | None | None |
| Since | 2023 | 2024 |
Highlighted = best in the row. Returns include dividends.