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CGMM and KCE share 4.7% of their holdings.
| Side by side | CGMM | KCE |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Financials |
| Expense ratio | 0.51% | 0.35% |
| Cost per year on $10k | $51 | $35 |
| Trailing 12-mo yield | 0.39% | 1.71% |
| Income per year on $10k | $39 | $171 |
| YTD | +8.7% | +6.1% |
| 1 year | +12.3% | +9.7% |
| 3 years · per year | — | +26.8% |
| 5 years · per year | — | +10.3% |
| Worst drop · 1Y | −10.1% | −17.4% |
| Volatility · 1Y | 15.9% | 20.9% |
| Holdings | 86 | 66 |
| Assets | $3.6B | $444M |
| Leverage | None | None |
| Since | 2025 | 2005 |
Highlighted = best in the row. Returns include dividends.