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HERO and NERD share 62.6% of their holdings.
| Side by side | COWG | HERO | NERD |
|---|---|---|---|
| Strategy | US Stock Styles · Growth | Unsorted | Unsorted |
| Expense ratio | 0.49% | 0.50% | 0.50% |
| Cost per year on $10k | $49 | $50 | $50 |
| Trailing 12-mo yield | 0.77% | 1.74% | 0.69% |
| Income per year on $10k | $77 | $174 | $69 |
| YTD | +10.8% | −10.2% | −8.7% |
| 1 year | +7.8% | −15.2% | −14.8% |
| 3 years · per year | +24.3% | +15.6% | +19.8% |
| 5 years · per year | — | −1.3% | −3.3% |
| Worst drop · 1Y | −10.4% | −27.0% | −27.6% |
| Volatility · 1Y | 19.1% | 21.2% | 20.6% |
| Holdings | 102 | 40 | 39 |
| Assets | $2.3B | $59M | $14M |
| Leverage | None | None | None |
| Since | 2022 | 2019 | 2019 |
Highlighted = best in the row. Returns include dividends.