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MGMT and TSME share 9.8% of their holdings.
| Side by side | MGMT | TSME |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 1.17% | 0.65% |
| Cost per year on $10k | $117 | $65 |
| Trailing 12-mo yield | 0.30% | 0.15% |
| Income per year on $10k | $30 | $15 |
| YTD | +13.5% | +9.8% |
| 1 year | +18.7% | +12.0% |
| 3 years · per year | +16.6% | +21.4% |
| 5 years · per year | +6.9% | — |
| Worst drop · 1Y | −12.3% | −15.2% |
| Volatility · 1Y | 15.6% | 23.6% |
| Holdings | 0 | 75 |
| Assets | $168M | $847M |
| Leverage | None | None |
| Since | 2020 | 2022 |
Highlighted = best in the row. Returns include dividends.