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BBHM and FRTY share 7.5% of their holdings.
| Side by side | BBHM | FRTY |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.81% | 0.60% |
| Cost per year on $10k | $81 | $60 |
| Trailing 12-mo yield | 0.00% | 0.18% |
| Income per year on $10k | $0 | $18 |
| YTD | +4.9% | +8.8% |
| 1 year | — | +1.6% |
| 3 years · per year | — | +24.9% |
| 5 years · per year | — | +0.1% |
| Worst drop · 1Y | — | −18.9% |
| Volatility · 1Y | — | 27.9% |
| Holdings | 0 | 40 |
| Assets | $368M | $147M |
| Leverage | None | None |
| Since | 2021 | 2021 |
Highlighted = best in the row. Returns include dividends.