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COWG and CGPT share 6.9% of their holdings.
| Side by side | COWG | CGPT |
|---|---|---|
| Strategy | US Stock Styles · Growth | Thematic · AI & semis |
| Expense ratio | 0.49% | 0.75% |
| Cost per year on $10k | $49 | $75 |
| Trailing 12-mo yield | 0.73% | 0.00% |
| Income per year on $10k | $73 | $0 |
| YTD | +15.5% | — |
| 1 year | +11.4% | — |
| 3 years · per year | +24.6% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −10.4% | — |
| Volatility · 1Y | 18.9% | — |
| Holdings | 102 | 0 |
| Assets | $2.4B | $1M |
| Leverage | None | None |
| Since | 2022 | 2026 |
Highlighted = best in the row. Returns include dividends.