Loading…
BBP and AFSM share 6.5% of their holdings.
| Side by side | BBP | AFSM |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Small cap |
| Expense ratio | 0.34% | 0.75% |
| Cost per year on $10k | $34 | $75 |
| Trailing 12-mo yield | 0.00% | 0.50% |
| Income per year on $10k | $0 | $50 |
| YTD | +31.5% | +23.0% |
| 1 year | +42.5% | +24.2% |
| 3 years · per year | +30.8% | +21.7% |
| 5 years · per year | +15.7% | +9.2% |
| Worst drop · 1Y | −9.4% | −9.6% |
| Volatility · 1Y | 26.4% | 17.3% |
| Holdings | 198 | 322 |
| Assets | $133M | $134M |
| Leverage | None | None |
| Since | 2014 | 2019 |
Highlighted = best in the row. Returns include dividends.