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TBFG and TBFC share 62.8% of their holdings.
| Side by side | XCOR | TBFG | XRLX | TBFC |
|---|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Growth | Unsorted | Unsorted |
| Expense ratio | 1.15% | 0.46% | 1.20% | 0.44% |
| Cost per year on $10k | $115 | $46 | $120 | $44 |
| Trailing 12-mo yield | 0.39% | 2.45% | 2.62% | 3.16% |
| Income per year on $10k | $39 | $245 | $262 | $316 |
| YTD | +9.6% | +9.7% | +5.8% | +4.0% |
| 1 year | +9.1% | +10.3% | +5.6% | +4.4% |
| 3 years · per year | +21.8% | — | +13.4% | — |
| 5 years · per year | — | — | — | — |
| Worst drop · 1Y | −10.1% | −7.6% | −6.3% | −5.4% |
| Volatility · 1Y | 16.3% | 10.9% | 10.1% | 7.1% |
| Holdings | 0 | 0 | 0 | 0 |
| Assets | $183M | $384M | $46M | $357M |
| Leverage | None | None | None | None |
| Since | 2001 | 2024 | 2002 | 2024 |
Highlighted = best in the row. Returns include dividends.