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GRW and TDV share 13.7% of their holdings.
| Side by side | GRW | KMID | TDV |
|---|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Mid cap | Thematic Income · A basket |
| Expense ratio | 0.75% | 0.80% | 0.45% |
| Cost per year on $10k | $75 | $80 | $45 |
| Trailing 12-mo yield | 0.00% | 0.12% | 1.02% |
| Income per year on $10k | $0 | $12 | $102 |
| YTD | +0.7% | +1.1% | +22.7% |
| 1 year | −3.7% | +0.0% | +19.0% |
| 3 years · per year | — | — | +21.8% |
| 5 years · per year | — | — | +12.4% |
| Worst drop · 1Y | −17.7% | −10.7% | −9.5% |
| Volatility · 1Y | 15.4% | 14.7% | 19.3% |
| Holdings | 30 | 217 | 39 |
| Assets | $59M | $52M | $277M |
| Leverage | None | None | None |
| Since | 2016 | 2024 | 2019 |
Highlighted = best in the row. Returns include dividends.