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FDN and CIBR share 18.6% of their holdings.
| Side by side | FDN | CIBR | VLUE |
|---|---|---|---|
| Strategy | Sectors · Technology | Thematic · Cyber & cloud | US Stock Styles · Value |
| Expense ratio | 0.49% | 0.58% | 0.15% |
| Cost per year on $10k | $49 | $58 | $15 |
| Trailing 12-mo yield | 0.00% | 0.41% | 1.61% |
| Income per year on $10k | $0 | $41 | $161 |
| YTD | −2.2% | +35.8% | +42.5% |
| 1 year | −5.5% | +27.4% | +51.3% |
| 3 years · per year | +21.2% | +30.9% | +33.6% |
| 5 years · per year | +1.5% | +13.0% | +16.0% |
| Worst drop · 1Y | −20.4% | −21.1% | −9.0% |
| Volatility · 1Y | 21.4% | 30.5% | 20.6% |
| Holdings | 41 | 45 | 146 |
| Assets | $4.8B | $17.5B | $9.4B |
| Leverage | None | None | None |
| Since | 2006 | 2015 | 2013 |
Highlighted = best in the row. Returns include dividends.