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EWL and IQLT share 13.6% of their holdings.
| Side by side | BOTZ | EWL | IQLT |
|---|---|---|---|
| Strategy | Thematic · AI & semis | International · Region & country | US Stock Styles · Factor |
| Expense ratio | 0.68% | 0.50% | 0.30% |
| Cost per year on $10k | $68 | $50 | $30 |
| Trailing 12-mo yield | 0.53% | 1.70% | 2.36% |
| Income per year on $10k | $53 | $170 | $236 |
| YTD | −7.7% | +8.9% | +13.2% |
| 1 year | −11.8% | +16.2% | +15.1% |
| 3 years · per year | +13.0% | +16.9% | +18.4% |
| 5 years · per year | −1.9% | +7.5% | +7.9% |
| Worst drop · 1Y | −21.5% | −13.5% | −10.4% |
| Volatility · 1Y | 26.5% | 16.1% | 15.1% |
| Holdings | 81 | 40 | 291 |
| Assets | $3.2B | $3.0B | $13.8B |
| Leverage | None | None | None |
| Since | 2016 | 1996 | 2015 |
Highlighted = best in the row. Returns include dividends.