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CGMM and AVRY share 3.8% of their holdings.
| Side by side | CGMM | AVRY |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.51% | 0.89% |
| Cost per year on $10k | $51 | $89 |
| Trailing 12-mo yield | 0.39% | 0.00% |
| Income per year on $10k |
| $39 |
| $0 |
| YTD | +8.7% | — |
| 1 year | +12.3% | — |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −10.1% | — |
| Volatility · 1Y | 15.9% | — |
| Holdings | 86 | 0 |
| Assets | $3.7B | $70M |
| Leverage | None | None |
| Since | 2025 | 2026 |
Highlighted = best in the row. Returns include dividends.