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BOTZ and GRID share 11.9% of their holdings.
| Side by side | BOTZ | GRID | EWL |
|---|---|---|---|
| Strategy | Thematic · AI & semis | Thematic · Infrastructure | International · Region & country |
| Expense ratio | 0.68% | 0.56% | 0.50% |
| Cost per year on $10k | $68 | $56 | $50 |
| Trailing 12-mo yield | 0.55% | 0.94% | 1.68% |
| Income per year on $10k | $55 | $94 | $168 |
| YTD | −10.9% | +8.1% | +10.4% |
| 1 year | −13.3% | +5.5% | +19.0% |
| 3 years · per year | +13.2% | +25.4% | +17.9% |
| 5 years · per year | −2.8% | +12.0% | +7.9% |
| Worst drop · 1Y | −22.6% | −18.1% | −13.5% |
| Volatility · 1Y | 26.6% | 25.0% | 16.1% |
| Holdings | 81 | 122 | 40 |
| Assets | $3.0B | $11.1B | $3.1B |
| Leverage | None | None | None |
| Since | 2016 | 2009 | 1996 |
Highlighted = best in the row. Returns include dividends.