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CGMM and GRPM share 4.8% of their holdings.
| Side by side | CGMM | DFNL | GRPM |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Financials | US Stock Styles · Mid cap |
| Expense ratio | 0.51% | 0.61% | 0.35% |
| Cost per year on $10k | $51 | $61 | $35 |
| Trailing 12-mo yield | 0.39% | 1.30% | 0.53% |
| Income per year on $10k | $39 | $130 | $53 |
| YTD | +8.7% | +5.0% | +22.8% |
| 1 year | +12.3% | +15.7% | +24.4% |
| 3 years · per year | — | +28.0% | +22.3% |
| 5 years · per year | — | +11.6% | +10.2% |
| Worst drop · 1Y | −10.1% | −12.9% | −7.5% |
| Volatility · 1Y | 15.9% | 14.7% | 14.7% |
| Holdings | 86 | 30 | 61 |
| Assets | $3.6B | $448M | $614M |
| Leverage | None | None | None |
| Since | 2025 | 2017 | 2010 |
Highlighted = best in the row. Returns include dividends.