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COAL and MGMT share 6.6% of their holdings.
| Side by side | COAL | MGMT |
|---|---|---|
| Strategy | International · Global | US Stock Styles · Mid cap |
| Expense ratio | 0.85% | 1.17% |
| Cost per year on $10k | $85 | $117 |
| Trailing 12-mo yield | 2.45% | 0.30% |
| Income per year on $10k | $245 | $30 |
| YTD | +7.3% | +13.3% |
| 1 year | +13.6% | +15.2% |
| 3 years · per year | — | +16.0% |
| 5 years · per year | — | +7.0% |
| Worst drop · 1Y | −21.7% | −12.3% |
| Volatility · 1Y | 28.4% | 15.8% |
| Holdings | 30 | 0 |
| Assets | $54M | $165M |
| Leverage | None | None |
| Since | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.