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WCBR and FITE share 33.0% of their holdings.
| Side by side | WCBR | FITE | XSW |
|---|---|---|---|
| Strategy | Thematic · Cyber & cloud | US Stock Styles · Large cap | Sectors · Technology |
| Expense ratio | 0.45% | 0.45% | 0.35% |
| Cost per year on $10k | $45 | $45 | $35 |
| Trailing 12-mo yield | 0.00% | 0.11% | 0.00% |
| Income per year on $10k | $0 | $11 | $0 |
| YTD | +61.5% | +26.7% | +11.0% |
| 1 year | +45.7% | +23.8% | +5.9% |
| 3 years · per year | +33.0% | +33.9% | +20.7% |
| 5 years · per year | +9.2% | +15.2% | +2.6% |
| Worst drop · 1Y | −29.1% | −15.3% | −31.5% |
| Volatility · 1Y | 40.9% | 28.8% | 31.2% |
| Holdings | 31 | 78 | 130 |
| Assets | $227M | $161M | $536M |
| Leverage | None | None | None |
| Since | 2021 | 2017 | 2011 |
Highlighted = best in the row. Returns include dividends.