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EVX and BBHM share 11.3% of their holdings.
| Side by side | EVX | BBHM |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.55% | 0.81% |
| Cost per year on $10k | $55 | $81 |
| Trailing 12-mo yield | 0.18% | 0.00% |
| Income per year on $10k | $18 | $0 |
| YTD | +5.5% | +4.9% |
| 1 year | +4.9% | — |
| 3 years · per year | +15.0% | — |
| 5 years · per year | +6.1% | — |
| Worst drop · 1Y | −10.8% | — |
| Volatility · 1Y | 13.6% | — |
| Holdings | 27 | 0 |
| Assets | $98M | $368M |
| Leverage | None | None |
| Since | 2006 | 2021 |
Highlighted = best in the row. Returns include dividends.