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DUNK and GENZ share 15.7% of their holdings.
| Side by side | DUNK | GENZ |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.75% | 0.51% |
| Cost per year on $10k | $75 | $51 |
| Trailing 12-mo yield | 0.00% | 3.78% |
| Income per year on $10k | $0 | $378 |
| YTD | +13.4% | −11.8% |
| 1 year | +7.3% | −9.9% |
| 3 years · per year | — | +1.6% |
| 5 years · per year | — | −4.8% |
| Worst drop · 1Y | −24.9% | −18.4% |
| Volatility · 1Y | 22.5% | 22.2% |
| Holdings | 0 | 38 |
| Assets | $170M | $15M |
| Leverage | None | None |
| Since | 2025 | 2008 |
Highlighted = best in the row. Returns include dividends.