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AKRE and BCHP share 21.8% of their holdings.
| Side by side | AKRE | GPZ | BCHP | GKAT |
|---|---|---|---|---|
| Strategy | Unsorted | Unsorted | Unsorted | International · Global |
| Expense ratio | 0.98% | 0.40% | 0.58% | 0.59% |
| Cost per year on $10k | $98 | $40 | $58 | $59 |
| Trailing 12-mo yield | 0.00% | 0.99% | 0.00% | 0.72% |
| Income per year on $10k | $0 | $99 | $0 | $72 |
| YTD | −10.6% | −16.1% | −0.1% | +11.7% |
| 1 year | −13.0% | −12.9% | −2.9% | +14.0% |
| 3 years · per year | — | — | +15.1% | — |
| 5 years · per year | — | — | — | — |
| Worst drop · 1Y | −23.8% | −29.9% | −18.1% | −10.4% |
| Volatility · 1Y | 21.9% | 28.2% | 17.6% | 12.5% |
| Holdings | 0 | 24 | 23 | 0 |
| Assets | $4.8B | $245M | $226M | $169M |
| Leverage | None | None | None | None |
| Since | 2009 | 2025 | 2023 | 2014 |
Highlighted = best in the row. Returns include dividends.