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ESPO and BUZZ share 3.7% of their holdings.
| Side by side | ESPO | BUZZ | XRT |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Sectors · Consumer |
| Expense ratio | 0.55% | 0.76% | 0.35% |
| Cost per year on $10k | $55 | $76 | $35 |
| Trailing 12-mo yield | 1.34% | 0.00% | 0.84% |
| Income per year on $10k | $134 | $0 | $84 |
| YTD | −6.9% | +7.7% | +5.1% |
| 1 year | −15.8% | −8.4% | +5.1% |
| 3 years · per year | +24.5% | +33.4% | +16.4% |
| 5 years · per year | +8.2% | +6.4% | +0.3% |
| Worst drop · 1Y | −25.6% | −28.9% | −13.5% |
| Volatility · 1Y | 20.1% | 35.6% | 20.7% |
| Holdings | 28 | 76 | 74 |
| Assets | $247M | $94M | $405M |
| Leverage | None | None | None |
| Since | 2018 | 2021 | 2006 |
Highlighted = best in the row. Returns include dividends.