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| Side by side | CGMM |
|---|---|
| Strategy | US Stock Styles · Mid cap |
| Expense ratio | 0.51% |
| Cost per year on $10k | $51 |
| Trailing 12-mo yield | 0.39% |
| Income per year on $10k | $39 |
| YTD | +10.6% |
| 1 year | +12.4% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −10.1% |
| Volatility · 1Y | 15.8% |
| Holdings | 86 |
| Assets | $3.6B |
| Leverage | None |
| Since | 2025 |
Highlighted = best in the row. Returns include dividends.