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GENZ and NERD share 22.2% of their holdings.
| Side by side | XLC | GENZ | NERD |
|---|---|---|---|
| Strategy | Sectors · Communication | Unsorted | Unsorted |
| Expense ratio | 0.08% | 0.51% | 0.50% |
| Cost per year on $10k | $8 | $51 | $50 |
| Trailing 12-mo yield | 1.36% | 3.71% | 0.69% |
| Income per year on $10k | $136 | $371 | $69 |
| YTD | −13.2% | −10.0% | −8.7% |
| 1 year | −12.1% | −10.2% | −18.2% |
| 3 years · per year | +15.7% | +1.0% | +18.6% |
| 5 years · per year | +5.4% | −4.5% | −3.3% |
| Worst drop · 1Y | −14.9% | −18.4% | −29.2% |
| Volatility · 1Y | 16.4% | 22.0% | 20.8% |
| Holdings | 22 | 38 | 39 |
| Assets | $21.8B | $16M | $14M |
| Leverage | None | None | None |
| Since | 2018 | 2008 | 2019 |
Highlighted = best in the row. Returns include dividends.