Loading…
ELM and HEFT share 14.8% of their holdings.
| Side by side | ELM | HEFT | RPAR |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Unsorted |
| Expense ratio | 0.24% | 0.70% | 0.52% |
| Cost per year on $10k | $24 | $70 | $52 |
| Trailing 12-mo yield | 2.52% | 0.02% | 2.34% |
| Income per year on $10k | $252 | $2 | $234 |
| YTD | +7.4% | +4.8% | +3.2% |
| 1 year | +7.6% | — | +1.9% |
| 3 years · per year | — | — | +11.2% |
| 5 years · per year | — | — | +0.3% |
| Worst drop · 1Y | −7.5% | — | −9.2% |
| Volatility · 1Y | 9.5% | — | 10.9% |
| Holdings | 0 | 0 | 10 |
| Assets | $598M | $77M | $555M |
| Leverage | None | None | None |
| Since | 2025 | 2025 | 2019 |
Highlighted = best in the row. Returns include dividends.