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BSVO and AFSM share 24.1% of their holdings.
| Side by side | BSVO | SEA | MLPI | AFSM |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | International · Global | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.45% | 2.32% | 0.68% | 0.75% |
| Cost per year on $10k | $45 | $232 | $68 | $75 |
| Trailing 12-mo yield | 1.21% | 4.46% | 13.43% | 0.50% |
| Income per year on $10k | $121 | $446 | $1,343 | $50 |
| YTD | +25.4% | +51.6% | +20.2% | +23.0% |
| 1 year | +30.2% | +55.9% | — | +24.2% |
| 3 years · per year | +20.8% | +27.1% | — | +21.7% |
| 5 years · per year | — | — | — | +9.2% |
| Worst drop · 1Y | −8.3% | −8.0% | — | −9.6% |
| Volatility · 1Y | 15.8% | 17.8% | — | 17.3% |
| Holdings | 0 | 31 | 0 | 322 |
| Assets | $2.5B | $19M | $950M | $134M |
| Leverage | None | None | None | None |
| Since | 2010 | 2022 | 2025 | 2019 |
Highlighted = best in the row. Returns include dividends.