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BUG and HAKY share 66.4% of their holdings.
| Side by side | BUG | AVSC | HAKY |
|---|---|---|---|
| Strategy | Thematic · Cyber & cloud | US Stock Styles · Small cap | Income · Covered calls |
| Expense ratio | 0.50% | 0.25% | 0.65% |
| Cost per year on $10k | $50 | $25 | $65 |
| Trailing 12-mo yield | 0.02% | 0.97% | 9.62% |
| Income per year on $10k | $2 | $97 | $962 |
| YTD | +67.5% | +23.6% | — |
| 1 year | +42.0% | +25.0% | — |
| 3 years · per year | +29.2% | +21.3% | — |
| 5 years · per year | +9.5% | — | — |
| Worst drop · 1Y | −35.2% | −8.1% | — |
| Volatility · 1Y | 38.5% | 15.6% | — |
| Holdings | 30 | 1,545 | 82 |
| Assets | $2.4B | $3.2B | $14M |
| Leverage | None | None | None |
| Since | 2019 | 2022 | 2026 |
Highlighted = best in the row. Returns include dividends.