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PJSM and NBSM share 6.8% of their holdings.
| Side by side | WELD | PJSM | NBSM |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.75% | 0.29% | 0.75% |
| Cost per year on $10k | $75 | $29 | $75 |
| Trailing 12-mo yield | 0.25% | 0.00% | 0.35% |
| Income per year on $10k | $25 | $0 | $35 |
| YTD | +16.9% | — | +14.8% |
| 1 year | +16.4% | — | +14.3% |
| 3 years · per year | +25.6% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −21.6% | — | −10.1% |
| Volatility · 1Y | 28.3% | — | 14.3% |
| Holdings | 22 | 259 | 67 |
| Assets | $249M | $6M | $112M |
| Leverage | None | None | None |
| Since | 2023 | 2026 | 2024 |
Highlighted = best in the row. Returns include dividends.