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BBMC and CSD share 1.5% of their holdings.
| Side by side | BBMC | CSD |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Large cap |
| Expense ratio | 0.07% | 0.66% |
| Cost per year on $10k | $7 | $66 |
| Trailing 12-mo yield | 1.13% | 0.12% |
| Income per year on $10k | $113 | $12 |
| YTD | +17.7% | +28.9% |
| 1 year | +19.2% | +33.0% |
| 3 years · per year | +21.7% | +33.9% |
| 5 years · per year | +7.4% | +14.8% |
| Worst drop · 1Y | −9.7% | −17.1% |
| Volatility · 1Y | 16.2% | 24.9% |
| Holdings | 459 | 31 |
| Assets | $2.1B | $210M |
| Leverage | None | None |
| Since | 2020 | 2006 |
Highlighted = best in the row. Returns include dividends.