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BSVO and BOAT share 5.4% of their holdings.
| Side by side | BSVO | BOAT |
|---|---|---|
| Strategy | US Stock Styles · Small cap | International · Global |
| Expense ratio | 0.45% | 0.69% |
| Cost per year on $10k | $45 | $69 |
| Trailing 12-mo yield | 1.21% | 5.76% |
| Income per year on $10k | $121 | $576 |
| YTD | +25.4% | +76.2% |
| 1 year | +30.2% | +80.7% |
| 3 years · per year | +20.8% | +36.4% |
| 5 years · per year | — | +27.3% |
| Worst drop · 1Y | −8.3% | −10.9% |
| Volatility · 1Y | 15.8% | 21.7% |
| Holdings | 0 | 53 |
| Assets | $2.5B | $159M |
| Leverage | None | None |
| Since | 2010 | 2021 |
Highlighted = best in the row. Returns include dividends.