Loading…
WBIF and BMVP share 16.9% of their holdings.
| Side by side | BOUT | WBIF | BMVP |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Value | US Stock Styles · Factor |
| Expense ratio | 0.80% | 1.64% | 0.29% |
| Cost per year on $10k | $80 | $164 | $29 |
| Trailing 12-mo yield | 0.30% | 0.00% | 1.76% |
| Income per year on $10k | $30 | $0 | $176 |
| YTD | +13.7% | +18.6% | +12.1% |
| 1 year | +4.3% | +16.8% | +13.9% |
| 3 years · per year | +13.1% | +12.6% | +16.7% |
| 5 years · per year | +3.4% | +4.2% | +7.3% |
| Worst drop · 1Y | −17.0% | −7.0% | −6.4% |
| Volatility · 1Y | 22.4% | 12.2% | 10.0% |
| Holdings | 27 | 32 | 55 |
| Assets | $14M | $23M | $104M |
| Leverage | None | None | None |
| Since | 2018 | 2014 | 2003 |
Highlighted = best in the row. Returns include dividends.