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IYK and LSGR share 2.8% of their holdings.
| Side by side | IYK | LSGR |
|---|---|---|
| Strategy | Sectors · Consumer | US Stock Styles · Growth |
| Expense ratio | 0.37% | 0.59% |
| Cost per year on $10k | $37 | $59 |
| Trailing 12-mo yield | 2.44% | 0.00% |
| Income per year on $10k | $244 | $0 |
| YTD | +17.2% | −1.2% |
| 1 year | +15.4% | −4.3% |
| 3 years · per year | +11.0% | +21.6% |
| 5 years · per year | +7.4% | — |
| Worst drop · 1Y | −10.7% | −18.1% |
| Volatility · 1Y | 14.6% | 18.3% |
| Holdings | 53 | 10 |
| Assets | $1.4B | $870M |
| Leverage | None | None |
| Since | 2000 | 2023 |
Highlighted = best in the row. Returns include dividends.