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AKRE and BCHP share 21.8% of their holdings.
| Side by side | AKRE | BCHP |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.98% | 0.58% |
| Cost per year on $10k | $98 | $58 |
| Trailing 12-mo yield | 0.00% |
| 0.00% |
| Income per year on $10k | $0 | $0 |
| YTD | −7.6% | −0.6% |
| 1 year | −6.4% | −1.4% |
| 3 years · per year | — | +16.3% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −22.9% | −17.7% |
| Volatility · 1Y | 21.7% | 17.6% |
| Holdings | 0 | 23 |
| Assets | $4.9B | $222M |
| Leverage | None | None |
| Since | 2009 | 2023 |
Highlighted = best in the row. Returns include dividends.