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BBHM and WBIF share 4.2% of their holdings.
| Side by side | BBHM | WBIF |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Value |
| Expense ratio | 0.81% | 1.64% |
| Cost per year on $10k | $81 | $164 |
| Trailing 12-mo yield | 0.00% | 0.00% |
| Income per year on $10k | $0 | $0 |
| YTD | +5.9% | +18.3% |
| 1 year | — | +18.0% |
| 3 years · per year | — | +13.0% |
| 5 years · per year | — | +4.0% |
| Worst drop · 1Y | — | −7.0% |
| Volatility · 1Y | — | 12.1% |
| Holdings | 0 | 32 |
| Assets | $368M | $23M |
| Leverage | None | None |
| Since | 2021 | 2014 |
Highlighted = best in the row. Returns include dividends.