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MSSS and LCR share 3.9% of their holdings.
| Side by side | MSSS | LCR |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 1.42% | 0.83% |
| Cost per year on $10k | $142 | $83 |
| Trailing 12-mo yield | 0.19% | 1.28% |
| Income per year on $10k | $19 | $128 |
| YTD | +22.6% | +6.5% |
| 1 year | +21.4% | +7.6% |
| 3 years · per year | — | +12.2% |
| 5 years · per year | — | +6.7% |
| Worst drop · 1Y | −10.2% | −6.0% |
| Volatility · 1Y | 13.4% | 7.9% |
| Holdings | 12 | 34 |
| Assets | $154M | $66M |
| Leverage | None | None |
| Since | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.