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SMCP and IBUY share 2.7% of their holdings.
| Side by side | SMCP | IBUY |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Consumer |
| Expense ratio | 0.79% | 0.65% |
| Cost per year on $10k | $79 | $65 |
| Trailing 12-mo yield | 0.00% | 0.11% |
| Income per year on $10k | $0 | $11 |
| YTD | — | −3.9% |
| 1 year | — | −6.4% |
| 3 years · per year | — | +18.9% |
| 5 years · per year | — | −8.8% |
| Worst drop · 1Y | — | −21.7% |
| Volatility · 1Y | — | 22.9% |
| Holdings | 0 | 83 |
| Assets | $13M | $127M |
| Leverage | None | None |
| Since | 2026 | 2016 |
Highlighted = best in the row. Returns include dividends.