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IHAK and BUG share 67.3% of their holdings.
| Side by side | IHAK | BUG | AVSC |
|---|---|---|---|
| Strategy | Thematic · Cyber & cloud | Thematic · Cyber & cloud | US Stock Styles · Small cap |
| Expense ratio | 0.47% | 0.50% | 0.25% |
| Cost per year on $10k | $47 | $50 | $25 |
| Trailing 12-mo yield | 0.06% | 0.03% | 0.98% |
| Income per year on $10k | $6 | $3 | $98 |
| YTD | +46.6% | +52.6% | +23.1% |
| 1 year | +38.5% | +36.7% | +26.9% |
| 3 years · per year | +24.7% | +27.1% | +21.4% |
| 5 years · per year | +8.8% | +7.4% | — |
| Worst drop · 1Y | −20.7% | −32.5% | −8.1% |
| Volatility · 1Y | 30.4% | 38.7% | 15.5% |
| Holdings | 34 | 30 | 1,545 |
| Assets | $1.2B | $2.3B | $3.2B |
| Leverage | None | None | None |
| Since | 2019 | 2019 | 2022 |
Highlighted = best in the row. Returns include dividends.