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CALF and FXR share 6.8% of their holdings.
| Side by side | CALF | FXR |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Industrials |
| Expense ratio | 0.59% | 0.60% |
| Cost per year on $10k | $59 | $60 |
| Trailing 12-mo yield | 1.09% | 0.74% |
| Income per year on $10k | $109 | $74 |
| YTD | +33.2% | +11.9% |
| 1 year | +37.6% | +15.0% |
| 3 years · per year | +15.6% | +19.1% |
| 5 years · per year | +7.4% | +8.6% |
| Worst drop · 1Y | −7.9% | −13.7% |
| Volatility · 1Y | 15.8% | 19.3% |
| Holdings | 200 | 159 |
| Assets | $3.8B | $708M |
| Leverage | None | None |
| Since | 2017 | 2007 |
Highlighted = best in the row. Returns include dividends.