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FDM and AFSM share 6.0% of their holdings.
| Side by side | FDM | AFSM |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.65% | 0.75% |
| Cost per year on $10k | $65 | $75 |
| Trailing 12-mo yield | 1.50% | 0.50% |
| Income per year on $10k | $150 | $50 |
| YTD | +15.8% | +23.0% |
| 1 year | +23.1% | +24.2% |
| 3 years · per year | +22.3% | +21.7% |
| 5 years · per year | +9.8% | +9.2% |
| Worst drop · 1Y | −9.3% | −9.6% |
| Volatility · 1Y | 16.7% | 17.3% |
| Holdings | 135 | 322 |
| Assets | $269M | $134M |
| Leverage | None | None |
| Since | 2005 | 2019 |
Highlighted = best in the row. Returns include dividends.