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FRTY and BCSM share 8.5% of their holdings.
| Side by side | FRTY | BCSM | TSEE |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.60% | 0.75% | 0.59% |
| Cost per year on $10k | $60 | $75 | $59 |
| Trailing 12-mo yield | 0.19% | 0.00% | 0.00% |
| Income per year on $10k | $19 | $0 | $0 |
| YTD | +1.0% | +2.5% | — |
| 1 year | −5.3% | — | — |
| 3 years · per year | +23.4% | — | — |
| 5 years · per year | −1.5% | — | — |
| Worst drop · 1Y | −18.8% | — | — |
| Volatility · 1Y | 28.4% | — | — |
| Holdings | 40 | 56 | 0 |
| Assets | $136M | $35M | $11M |
| Leverage | None | None | None |
| Since | 2021 | 2025 | 2026 |
Highlighted = best in the row. Returns include dividends.