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BOTZ and ROBO share 28.4% of their holdings.
| Side by side | BOTZ | QQEW | ROBO |
|---|---|---|---|
| Strategy | Thematic · AI & semis | US Stock Styles · Equal weight | Thematic · AI & semis |
| Expense ratio | 0.68% | 0.55% | 0.95% |
| Cost per year on $10k | $68 | $55 | $95 |
| Trailing 12-mo yield | 0.55% | 0.14% | 0.39% |
| Income per year on $10k | $55 | $14 | $39 |
| YTD | −10.9% | +5.5% | +7.9% |
| 1 year | −13.3% | +4.7% | +9.0% |
| 3 years · per year | +13.2% | +15.6% | +18.2% |
| 5 years · per year | −2.8% | +5.6% | +2.4% |
| Worst drop · 1Y | −22.6% | −15.6% | −17.4% |
| Volatility · 1Y | 26.6% | 19.7% | 27.4% |
| Holdings | 81 | 50 | 79 |
| Assets | $3.0B | $1.8B | $1.9B |
| Leverage | None | None | None |
| Since | 2016 | 2006 | 2013 |
Highlighted = best in the row. Returns include dividends.