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LCR and ROMO share 6.2% of their holdings.
| Side by side | LCR | ROMO |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Factor |
| Expense ratio | 0.83% | 1.05% |
| Cost per year on $10k | $83 | $105 |
| Trailing 12-mo yield | 1.30% | 8.45% |
| Income per year on $10k | $130 | $845 |
| YTD | +5.5% | +5.0% |
| 1 year | +7.3% | +5.7% |
| 3 years · per year | +12.3% | +15.3% |
| 5 years · per year | +6.4% | +5.4% |
| Worst drop · 1Y | −6.0% | −11.2% |
| Volatility · 1Y | 7.9% | 14.2% |
| Holdings | 34 | 5 |
| Assets | $66M | $25M |
| Leverage | None | None |
| Since | 2020 | 2019 |
Highlighted = best in the row. Returns include dividends.