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VBR and BBMC share 52.0% of their holdings.
| Side by side | VBR | BBMC |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap |
| Expense ratio | 0.05% | 0.07% |
| Cost per year on $10k | $5 | $7 |
| Trailing 12-mo yield | 1.81% | 1.13% |
| Income per year on $10k | $181 | $113 |
| YTD | +17.3% | +17.7% |
| 1 year | +19.6% | +19.2% |
| 3 years · per year | +19.7% | +21.7% |
| 5 years · per year | +8.8% | +7.4% |
| Worst drop · 1Y | −8.9% | −9.7% |
| Volatility · 1Y | 13.9% | 16.2% |
| Holdings | 841 | 459 |
| Assets | $64.1B | $2.1B |
| Leverage | None | None |
| Since | 2004 | 2020 |
Highlighted = best in the row. Returns include dividends.