Loading…
AESR and VXF share 1.7% of their holdings.
| Side by side | AESR | VXF |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.97% | 0.05% |
| Cost per year on $10k | $97 | $5 |
| Trailing 12-mo yield | 20.75% | 1.05% |
| Income per year on $10k | $2,075 | $105 |
| YTD | +10.9% | +11.0% |
| 1 year | +10.5% | +11.2% |
| 3 years · per year | +25.9% | +21.4% |
| 5 years · per year | +11.5% | +4.8% |
| Worst drop · 1Y | −9.8% | −10.2% |
| Volatility · 1Y | 19.8% | 17.3% |
| Holdings | 9 | 3,445 |
| Assets | $246M | $91.2B |
| Leverage | None | None |
| Since | 2019 | 2001 |
Highlighted = best in the row. Returns include dividends.