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BBP and FDM share 2.4% of their holdings.
| Side by side | BBP | FDM |
|---|---|---|
| Strategy | Sectors · Health care | Unsorted |
| Expense ratio | 0.34% | 0.65% |
| Cost per year on $10k | $34 | $65 |
| Trailing 12-mo yield | 0.00% | 1.49% |
| Income per year on $10k | $0 | $149 |
| YTD | +27.6% | +16.3% |
| 1 year | +39.5% | +25.6% |
| 3 years · per year | +29.9% | +22.4% |
| 5 years · per year | +14.8% | +9.7% |
| Worst drop · 1Y | −9.4% | −9.3% |
| Volatility · 1Y | 26.5% | 16.7% |
| Holdings | 198 | 135 |
| Assets | $135M | $268M |
| Leverage | None | None |
| Since | 2014 | 2005 |
Highlighted = best in the row. Returns include dividends.