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HAPS and FSEV share 14.0% of their holdings.
| Side by side | HAPS | HSMV | FSEV |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.61% | 0.80% | 0.28% |
| Cost per year on $10k | $61 | $80 | $28 |
| Trailing 12-mo yield | 0.47% | 4.38% | 0.62% |
| Income per year on $10k | $47 | $438 | $62 |
| YTD | +20.6% | +8.0% | — |
| 1 year | +23.6% | +10.5% | — |
| 3 years · per year | +19.6% | +12.1% | — |
| 5 years · per year | — | +4.0% | — |
| Worst drop · 1Y | −10.0% | −9.0% | — |
| Volatility · 1Y | 15.4% | 10.6% | — |
| Holdings | 190 | 151 | 396 |
| Assets | $173M | $5M | $8M |
| Leverage | None | None | None |
| Since | 2023 | 2020 | 2026 |
Highlighted = best in the row. Returns include dividends.