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RVER and BUZZ share 16.5% of their holdings.
| Side by side | SMMD | RVER | BUZZ |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | Unsorted |
| Expense ratio | 0.23% | 0.65% | 0.76% |
| Cost per year on $10k | $23 | $65 | $76 |
| Trailing 12-mo yield | 1.13% | 1.52% | 0.00% |
| Income per year on $10k | $113 | $152 | $0 |
| YTD | +18.0% | +12.3% | +7.7% |
| 1 year | +18.2% | +7.0% | −8.4% |
| 3 years · per year | +20.8% | — | +33.4% |
| 5 years · per year | +7.0% | — | +6.4% |
| Worst drop · 1Y | −9.7% | −21.2% | −28.9% |
| Volatility · 1Y | 16.6% | 27.3% | 35.6% |
| Holdings | 514 | 0 | 76 |
| Assets | $4.2B | $135M | $94M |
| Leverage | None | None | None |
| Since | 2017 | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.