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FDAT and AESR share 1.9% of their holdings.
| Side by side | FDAT | AESR |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.74% | 0.97% |
| Cost per year on $10k | $74 | $97 |
| Trailing 12-mo yield | 6.00% | 20.75% |
| Income per year on $10k | $600 | $2,075 |
| YTD | +3.5% | +10.9% |
| 1 year | +2.9% | +10.5% |
| 3 years · per year | +10.1% | +25.9% |
| 5 years · per year | — | +11.5% |
| Worst drop · 1Y | −4.8% | −9.8% |
| Volatility · 1Y | 9.8% | 19.8% |
| Holdings | 0 | 9 |
| Assets | $36M | $246M |
| Leverage | None | None |
| Since | 2023 | 2019 |
Highlighted = best in the row. Returns include dividends.