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GSEW and BTAL share 20.2% of their holdings.
| Side by side | GSEW | BTAL | HWO | DRKY |
|---|---|---|---|---|
| Strategy | Low-Cost Core · US large cap | US Stock Styles · Large cap | Unsorted | Unsorted |
| Expense ratio | 0.09% | 1.65% | 0.93% | 0.95% |
| Cost per year on $10k | $9 | $165 | $93 | $95 |
| Trailing 12-mo yield | 1.37% | 2.81% | 0.00% | 14.75% |
| Income per year on $10k | $137 | $281 | $0 | $1,475 |
| YTD | +15.8% | −11.4% | — | +9.8% |
| 1 year | +15.7% | −11.6% | — | +20.0% |
| 3 years · per year | +20.8% | −11.3% | — | — |
| 5 years · per year | +8.3% | −2.9% | — | — |
| Worst drop · 1Y | −7.7% | −29.2% | — | −15.7% |
| Volatility · 1Y | 12.1% | 23.9% | — | 21.0% |
| Holdings | 497 | 121 | 0 | 70 |
| Assets | $2.2B | $334M | $1M | $22M |
| Leverage | None | None | None | None |
| Since | 2017 | 2011 | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.