Loading…
BSVO and AVSC share 27.1% of their holdings.
| Side by side | XSMO | BSVO | AVSC | BOAT |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap | International · Global |
| Expense ratio | 0.35% | 0.45% | 0.25% | 0.69% |
| Cost per year on $10k | $35 | $45 | $25 | $69 |
| Trailing 12-mo yield | 0.62% | 1.21% | 0.97% | 5.76% |
| Income per year on $10k | $62 | $121 | $97 | $576 |
| YTD | +15.2% | +25.4% | +23.6% | +76.2% |
| 1 year | +12.9% | +30.2% | +25.0% | +80.7% |
| 3 years · per year | +22.3% | +20.8% | +21.3% | +36.4% |
| 5 years · per year | +9.2% | — | — | +27.3% |
| Worst drop · 1Y | −16.0% | −8.3% | −8.1% | −10.9% |
| Volatility · 1Y | 19.7% | 15.8% | 15.6% | 21.7% |
| Holdings | 114 | 0 | 1,545 | 53 |
| Assets | $2.9B | $2.5B | $3.2B | $159M |
| Leverage | None | None | None | None |
| Since | 2005 | 2010 | 2022 | 2021 |
Highlighted = best in the row. Returns include dividends.