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BBCA and EWC share 93.2% of their holdings.
| Side by side | BBCA | EWC | VIGI | IMTM |
|---|---|---|---|---|
| Strategy | International · Region & country | International · Region & country | Income · Dividend stocks | US Stock Styles · Factor |
| Expense ratio | 0.19% | 0.50% | 0.07% | 0.30% |
| Cost per year on $10k | $19 | $50 | $7 | $30 |
| Trailing 12-mo yield | 1.65% | 1.22% | 2.12% | 4.46% |
| Income per year on $10k | $165 | $122 | $212 | $446 |
| YTD | +15.3% | +14.6% | +9.6% | +9.8% |
| 1 year | +22.2% | +21.3% | +10.9% | +13.7% |
| 3 years · per year | +26.4% | +26.5% | +14.4% | +22.8% |
| 5 years · per year | +11.7% | +11.5% | +5.2% | +9.5% |
| Worst drop · 1Y | −8.4% | −8.5% | −10.6% | −12.8% |
| Volatility · 1Y | 14.3% | 14.6% | 13.1% | 19.4% |
| Holdings | 76 | 81 | 354 | 298 |
| Assets | $12.1B | $7.7B | $9.2B | $4.3B |
| Leverage | None | None | None | None |
| Since | 2018 | 1996 | 2016 | 2015 |
Highlighted = best in the row. Returns include dividends.