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HQDG and CWS share 17.9% of their holdings.
| Side by side | CGMM | BBMC | HQDG | CWS |
|---|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.51% | 0.07% | 0.50% | 0.79% |
| Cost per year on $10k | $51 | $7 | $50 | $79 |
| Trailing 12-mo yield | 0.39% | 1.13% | 0.00% | 0.31% |
| Income per year on $10k | $39 | $113 | $0 | $31 |
| YTD | +10.6% | +17.7% | — | −1.5% |
| 1 year | +12.4% | +19.2% | — | −2.0% |
| 3 years · per year | — | +21.7% | — | +11.3% |
| 5 years · per year | — | +7.4% | — | +7.2% |
| Worst drop · 1Y | −10.1% | −9.7% | — | −11.9% |
| Volatility · 1Y | 15.8% | 16.2% | — | 13.7% |
| Holdings | 86 | 459 | 0 | 27 |
| Assets | $3.6B | $2.1B | $74M | $112M |
| Leverage | None | None | None | None |
| Since | 2025 | 2020 | 2026 | 2016 |
Highlighted = best in the row. Returns include dividends.