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SMH and GARP share 25.2% of their holdings.
| Side by side | SMH | GARP |
|---|---|---|
| Strategy | Thematic · AI & semis | US Stock Styles · Factor |
| Expense ratio | 0.35% | 0.15% |
| Cost per year on $10k | $35 | $15 |
| Trailing 12-mo yield | 0.20% | 0.25% |
| Income per year on $10k | $20 | $25 |
| YTD | +56.0% | +18.5% |
| 1 year | +55.2% | +16.8% |
| 3 years · per year | +58.0% | +31.3% |
| 5 years · per year | +33.8% | +16.9% |
| Worst drop · 1Y | −24.6% | −13.7% |
| Volatility · 1Y | 40.3% | 20.6% |
| Holdings | 26 | 130 |
| Assets | $72.4B | $3.6B |
| Leverage | None | None |
| Since | 2011 | 2020 |
Highlighted = best in the row. Returns include dividends.