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FBT and SAWG share 10.2% of their holdings.
| Side by side | FBT | JSMD | SAWG |
|---|---|---|---|
| Strategy | Sectors · Technology | US Stock Styles · Mid cap | US Stock Styles · Growth |
| Expense ratio | 0.55% | 0.30% | 0.49% |
| Cost per year on $10k | $55 | $30 | $49 |
| Trailing 12-mo yield | 0.00% | 0.38% | 0.25% |
| Income per year on $10k | $0 | $38 | $25 |
| YTD | +32.6% | +8.2% | +9.2% |
| 1 year | +45.2% | +5.7% | +8.6% |
| 3 years · per year | +26.6% | +18.0% | — |
| 5 years · per year | +10.8% | +6.0% | — |
| Worst drop · 1Y | −14.3% | −14.9% | −11.4% |
| Volatility · 1Y | 22.0% | 22.2% | 13.3% |
| Holdings | 30 | 122 | 44 |
| Assets | $3.1B | $1.1B | $3M |
| Leverage | None | None | None |
| Since | 2006 | 2016 | 2024 |
Highlighted = best in the row. Returns include dividends.