Loading…
TAN and RNRG share 19.4% of their holdings.
| Side by side | TAN | RNRG | IMOM |
|---|---|---|---|
| Strategy | Thematic · Clean energy & EV | Sectors · Energy | International · Ex-US broad |
| Expense ratio | 0.70% | 0.65% | 0.38% |
| Cost per year on $10k | $70 | $65 | $38 |
| Trailing 12-mo yield | 0.00% | 1.92% | 2.55% |
| Income per year on $10k | $0 | $192 | $255 |
| YTD | −16.2% | −7.5% | −0.7% |
| 1 year | −15.0% | −7.3% | +7.1% |
| 3 years · per year | −2.2% | +4.0% | +20.7% |
| 5 years · per year | −14.4% | −8.2% | +5.2% |
| Worst drop · 1Y | −44.9% | −22.5% | −19.6% |
| Volatility · 1Y | 38.0% | 16.9% | 23.0% |
| Holdings | 36 | 38 | 53 |
| Assets | $893M | $22M | $147M |
| Leverage | None | None | None |
| Since | 2008 | 2015 | 2015 |
Highlighted = best in the row. Returns include dividends.