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GSEW and BTAL share 20.6% of their holdings.
| Side by side | GSEW | BTAL |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | US Stock Styles · Large cap |
| Expense ratio | 0.09% | 1.65% |
| Cost per year on $10k | $9 | $165 |
| Trailing 12-mo yield | 1.38% | 2.69% |
| Income per year on $10k | $138 | $269 |
| YTD | +15.2% | −7.5% |
| 1 year | +17.0% | −7.3% |
| 3 years · per year | +21.2% | −10.7% |
| 5 years · per year | +8.2% | −2.0% |
| Worst drop · 1Y | −7.7% | −29.2% |
| Volatility · 1Y | 12.1% | 24.2% |
| Holdings | 497 | 121 |
| Assets | $2.2B | $345M |
| Leverage | None | None |
| Since | 2017 | 2011 |
Highlighted = best in the row. Returns include dividends.