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LUMA and MID share 4.8% of their holdings.
| Side by side | FFSM | LUMA | MID |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.43% | 1.00% | 0.39% |
| Cost per year on $10k | $43 | $100 | $39 |
| Trailing 12-mo yield | 0.48% | 0.00% | 0.11% |
| Income per year on $10k | $48 | $0 | $11 |
| YTD | +12.5% | — | +4.9% |
| 1 year | +17.6% | — | +2.4% |
| 3 years · per year | +20.9% | — | +14.9% |
| 5 years · per year | +7.7% | — | +3.6% |
| Worst drop · 1Y | −13.0% | — | −13.9% |
| Volatility · 1Y | 18.6% | — | 18.0% |
| Holdings | 0 | 0 | 37 |
| Assets | $1.4B | $8M | $146M |
| Leverage | None | None | None |
| Since | 2021 | 2026 | 2020 |
Highlighted = best in the row. Returns include dividends.