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FDFF and LBO share 12.6% of their holdings.
| Side by side | FDFF | LBO |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Unsorted |
| Expense ratio | 0.50% | 6.53% |
| Cost per year on $10k | $50 | $653 |
| Trailing 12-mo yield | 0.98% | 6.27% |
| Income per year on $10k | $98 | $627 |
| YTD | +1.2% | −9.7% |
| 1 year | +0.5% | −7.2% |
| 3 years · per year | +15.2% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −18.1% | −25.1% |
| Volatility · 1Y | 19.1% | 23.3% |
| Holdings | 48 | 0 |
| Assets | $43M | $7M |
| Leverage | None | None |
| Since | 2020 | 2023 |
Highlighted = best in the row. Returns include dividends.