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GENZ and TOGA share 17.8% of their holdings.
| Side by side | CGMM | GENZ | TOGA |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | International · Global |
| Expense ratio | 0.51% | 0.51% | 0.69% |
| Cost per year on $10k | $51 | $51 | $69 |
| Trailing 12-mo yield | 0.39% | 3.71% | 0.00% |
| Income per year on $10k | $39 | $371 | $0 |
| YTD | +10.6% | −10.0% | −11.3% |
| 1 year | +12.4% | −10.2% | −14.0% |
| 3 years · per year | — | +1.0% | — |
| 5 years · per year | — | −4.5% | — |
| Worst drop · 1Y | −10.1% | −18.4% | −26.1% |
| Volatility · 1Y | 15.8% | 22.0% | 22.4% |
| Holdings | 86 | 38 | 0 |
| Assets | $3.6B | $16M | $171M |
| Leverage | None | None | None |
| Since | 2025 | 2008 | 2022 |
Highlighted = best in the row. Returns include dividends.