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BSMC and RZV share 5.4% of their holdings.
| Side by side | BSMC | RZV |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.70% | 0.35% |
| Cost per year on $10k | $70 | $35 |
| Trailing 12-mo yield | 0.95% | 1.41% |
| Income per year on $10k | $95 | $141 |
| YTD | +16.2% | +23.1% |
| 1 year | +19.5% | +22.6% |
| 3 years · per year | +18.9% | +21.2% |
| 5 years · per year | — | +9.6% |
| Worst drop · 1Y | −9.0% | −12.6% |
| Volatility · 1Y | 13.8% | 18.5% |
| Holdings | 67 | 156 |
| Assets | $176M | $285M |
| Leverage | None | None |
| Since | 2023 | 2006 |
Highlighted = best in the row. Returns include dividends.