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DUNK and GENZ share 15.7% of their holdings.
| Side by side | CGMM | DUNK | GENZ |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | Unsorted |
| Expense ratio | 0.51% | 0.75% | 0.51% |
| Cost per year on $10k | $51 | $75 | $51 |
| Trailing 12-mo yield | 0.39% | 0.00% | 3.71% |
| Income per year on $10k | $39 | $0 | $371 |
| YTD | +10.6% | +17.4% | −10.0% |
| 1 year | +12.4% | +9.8% | −10.2% |
| 3 years · per year | — | — | +1.0% |
| 5 years · per year | — | — | −4.5% |
| Worst drop · 1Y | −10.1% | −25.6% | −18.4% |
| Volatility · 1Y | 15.8% | 22.3% | 22.0% |
| Holdings | 86 | 0 | 38 |
| Assets | $3.6B | $177M | $16M |
| Leverage | None | None | None |
| Since | 2025 | 2025 | 2008 |
Highlighted = best in the row. Returns include dividends.