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WELD and SUPP share 14.1% of their holdings.
| Side by side | BOTZ | WELD | SUPP |
|---|---|---|---|
| Strategy | Thematic · AI & semis | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.68% | 0.75% | 0.75% |
| Cost per year on $10k | $68 | $75 | $75 |
| Trailing 12-mo yield | 0.55% | 0.26% | 0.00% |
| Income per year on $10k | $55 | $26 | $0 |
| YTD | −10.9% | +14.0% | +5.3% |
| 1 year | −13.3% | +15.0% | +1.5% |
| 3 years · per year | +13.2% | +25.0% | +16.7% |
| 5 years · per year | −2.8% | — | — |
| Worst drop · 1Y | −22.6% | −21.6% | −18.1% |
| Volatility · 1Y | 26.6% | 28.4% | 24.7% |
| Holdings | 81 | 22 | 26 |
| Assets | $3.0B | $243M | $11M |
| Leverage | None | None | None |
| Since | 2016 | 2023 | 2023 |
Highlighted = best in the row. Returns include dividends.