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CSD and KDVD share 7.7% of their holdings.
| Side by side | BBMC | CSD | KDVD |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.07% | 0.66% | 0.90% |
| Cost per year on $10k | $7 | $66 | $90 |
| Trailing 12-mo yield | 1.14% | 0.12% | 1.84% |
| Income per year on $10k | $114 | $12 | $184 |
| YTD | +16.8% | +28.8% | +19.8% |
| 1 year | +20.3% | +34.1% | — |
| 3 years · per year | +22.0% | +34.8% | — |
| 5 years · per year | +7.1% | +14.9% | — |
| Worst drop · 1Y | −9.7% | −17.1% | — |
| Volatility · 1Y | 16.2% | 25.0% | — |
| Holdings | 459 | 31 | 0 |
| Assets | $2.1B | $206M | $9M |
| Leverage | None | None | None |
| Since | 2020 | 2006 | 2025 |
Highlighted = best in the row. Returns include dividends.