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EKG and NUMG share 6.5% of their holdings.
| Side by side | EKG | NUMG |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.65% | 0.31% |
| Cost per year on $10k | $65 | $31 |
| Trailing 12-mo yield | 0.00% | 0.01% |
| Income per year on $10k | $0 | $1 |
| YTD | +23.5% | −6.9% |
| 1 year | +28.1% | −6.6% |
| 3 years · per year | +24.4% | +9.4% |
| 5 years · per year | — | −2.7% |
| Worst drop · 1Y | −22.1% | −19.6% |
| Volatility · 1Y | 24.9% | 19.9% |
| Holdings | 51 | 46 |
| Assets | $10M | $311M |
| Leverage | None | None |
| Since | 2022 | 2016 |
Highlighted = best in the row. Returns include dividends.