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TBFG and TBFC share 62.8% of their holdings.
| Side by side | TBFG | LEXI | TBFC |
|---|---|---|---|
| Strategy | US Stock Styles · Growth | Unsorted | Unsorted |
| Expense ratio | 0.46% | 1.02% | 0.44% |
| Cost per year on $10k | $46 | $102 | $44 |
| Trailing 12-mo yield | 2.49% | 0.85% | 3.19% |
| Income per year on $10k | $249 | $85 | $319 |
| YTD | +7.8% | +11.6% | +2.9% |
| 1 year | +9.2% | +13.3% | +4.0% |
| 3 years · per year | — | +21.3% | — |
| 5 years · per year | — | +9.8% | — |
| Worst drop · 1Y | −7.6% | −8.1% | −5.4% |
| Volatility · 1Y | 11.0% | 11.5% | 7.2% |
| Holdings | 0 | 0 | 0 |
| Assets | $378M | $195M | $354M |
| Leverage | None | None | None |
| Since | 2024 | 2021 | 2024 |
Highlighted = best in the row. Returns include dividends.