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MSMR and BAMO share 18.4% of their holdings.
| Side by side | MSMR | BAMO |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 1.06% | 0.95% |
| Cost per year on $10k | $106 |
| $95 |
| Trailing 12-mo yield | 1.99% | 1.36% |
| Income per year on $10k | $199 | $136 |
| YTD | +3.3% | +7.9% |
| 1 year | +2.5% | +8.8% |
| 3 years · per year | +16.3% | +13.4% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −9.3% | −5.5% |
| Volatility · 1Y | 12.0% | 7.3% |
| Holdings | 6 | 7 |
| Assets | $184M | $45M |
| Leverage | None | None |
| Since | 2021 | 2023 |
Highlighted = best in the row. Returns include dividends.