Loading…
LEXI and THRV share 9.9% of their holdings.
| Side by side | BWQG | LEXI | THRV |
|---|---|---|---|
| Strategy | US Stock Styles · Growth | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.70% | 1.02% | 1.20% |
| Cost per year on $10k | $70 | $102 | $120 |
| Trailing 12-mo yield | 0.00% | 0.83% | 8.45% |
| Income per year on $10k | $0 | $83 | $845 |
| YTD | — | +13.5% | −1.1% |
| 1 year | — | +14.6% | −1.5% |
| 3 years · per year | — | +21.3% | — |
| 5 years · per year | — | +10.3% | — |
| Worst drop · 1Y | — | −8.1% | −4.4% |
| Volatility · 1Y | — | 11.4% | 3.1% |
| Holdings | 0 | 0 | 0 |
| Assets | $33M | $197M | $9M |
| Leverage | None | None | None |
| Since | 2026 | 2021 | 2025 |
Highlighted = best in the row. Returns include dividends.