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FRTY and BCSM share 8.5% of their holdings.
| Side by side | FRTY | BCSM |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.60% | 0.75% |
| Cost per year on $10k | $60 | $75 |
| Trailing 12-mo yield | 0.18% | 0.00% |
| Income per year on $10k | $18 | $0 |
| YTD | +8.8% | +5.2% |
| 1 year | +1.6% | — |
| 3 years · per year | +24.9% | — |
| 5 years · per year | +0.1% | — |
| Worst drop · 1Y | −18.9% | — |
| Volatility · 1Y | 27.9% | — |
| Holdings | 40 | 56 |
| Assets | $147M | $35M |
| Leverage | None | None |
| Since | 2021 | 2025 |
Highlighted = best in the row. Returns include dividends.