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MGMT and FXR share 3.0% of their holdings.
| Side by side | MGMT | FXR |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Industrials |
| Expense ratio | 1.17% | 0.60% |
| Cost per year on $10k | $117 | $60 |
| Trailing 12-mo yield | 0.30% | 0.76% |
| Income per year on $10k | $30 | $76 |
| YTD | +13.3% | +9.8% |
| 1 year | +15.2% | +10.3% |
| 3 years · per year | +16.0% | +17.7% |
| 5 years · per year | +7.0% | +8.4% |
| Worst drop · 1Y | −12.3% | −13.7% |
| Volatility · 1Y | 15.8% | 19.2% |
| Holdings | 0 | 159 |
| Assets | $165M | $693M |
| Leverage | None | None |
| Since | 2020 | 2007 |
Highlighted = best in the row. Returns include dividends.