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RW and GRW share 23.8% of their holdings.
| Side by side | XAR | RW | GRW |
|---|---|---|---|
| Strategy | Thematic · Defense & space | Unsorted | US Stock Styles · Growth |
| Expense ratio | 0.35% | 0.95% | 0.75% |
| Cost per year on $10k | $35 | $95 | $75 |
| Trailing 12-mo yield | 0.18% | 0.00% | 0.00% |
| Income per year on $10k | $18 | $0 | $0 |
| YTD | −2.3% | +2.7% | +0.7% |
| 1 year | −5.9% | −0.7% | −3.7% |
| 3 years · per year | +27.9% | — | — |
| 5 years · per year | +14.3% | — | — |
| Worst drop · 1Y | −26.6% | −17.0% | −17.7% |
| Volatility · 1Y | 29.4% | 15.8% | 15.4% |
| Holdings | 50 | 0 | 30 |
| Assets | $5.3B | $17M | $59M |
| Leverage | None | None | None |
| Since | 2011 | 2025 | 2016 |
Highlighted = best in the row. Returns include dividends.