Loading…
BLCR and SEIV share 16.9% of their holdings.
| Side by side | BLCR | GFLW | SEIV | JHMM |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Growth | Low-Cost Core · US large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.38% | 0.50% | 0.15% | 0.41% |
| Cost per year on $10k | $38 | $50 | $15 | $41 |
| Trailing 12-mo yield | 0.32% | 0.35% | 1.55% | 0.88% |
| Income per year on $10k | $32 | $35 | $155 | $88 |
| YTD | +16.3% | +15.6% | +22.5% | +14.2% |
| 1 year | +18.8% | +10.7% | +28.9% | +15.8% |
| 3 years · per year | +35.6% | — | +28.8% | +19.3% |
| 5 years · per year | — | — | — | +7.5% |
| Worst drop · 1Y | −10.2% | −14.4% | −6.9% | −8.6% |
| Volatility · 1Y | 17.3% | 21.9% | 12.5% | 13.8% |
| Holdings | 51 | 0 | 122 | 661 |
| Assets | $9.8B | $1.2B | $1.6B | $6.0B |
| Leverage | None | None | None | None |
| Since | 2023 | 2024 | 2022 | 2015 |
Highlighted = best in the row. Returns include dividends.