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MSSS and AESR share 1.9% of their holdings.
| Side by side | MSSS | AESR |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 1.42% | 0.97% |
| Cost per year on $10k | $142 | $97 |
| Trailing 12-mo yield | 0.19% | 19.97% |
| Income per year on $10k | $19 | $1,997 |
| YTD | +22.6% | +15.3% |
| 1 year | +21.4% | +13.4% |
| 3 years · per year | — | +25.6% |
| 5 years · per year | — | +12.4% |
| Worst drop · 1Y | −10.2% | −9.8% |
| Volatility · 1Y | 13.4% | 19.6% |
| Holdings | 12 | 9 |
| Assets | $154M | $253M |
| Leverage | None | None |
| Since | 2024 | 2019 |
Highlighted = best in the row. Returns include dividends.