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MNA and MRGR share 30.9% of their holdings.
| Side by side | MNA | MRGR | HAPS |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.75% | 0.61% |
| Cost per year on $10k | $75 | $75 | $61 |
| Trailing 12-mo yield | 0.00% | 2.69% | 0.46% |
| Income per year on $10k | $0 | $269 | $46 |
| YTD | +3.4% | +2.3% | +22.2% |
| 1 year | +3.3% | +5.3% | +22.0% |
| 3 years · per year | +5.9% | +7.3% | +19.5% |
| 5 years · per year | +2.5% | +3.8% | — |
| Worst drop · 1Y | −1.4% | −1.8% | −10.0% |
| Volatility · 1Y | 4.4% | 4.0% | 15.5% |
| Holdings | 74 | 52 | 190 |
| Assets | $265M | $16M | $176M |
| Leverage | None | None | None |
| Since | 2009 | 2012 | 2023 |
Highlighted = best in the row. Returns include dividends.