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COWG and KOMP share 9.4% of their holdings.
| Side by side | COWG | KOMP | HERO |
|---|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.49% | 0.20% | 0.50% |
| Cost per year on $10k | $49 | $20 | $50 |
| Trailing 12-mo yield | 0.77% | 1.66% | 1.74% |
| Income per year on $10k | $77 | $166 | $174 |
| YTD | +10.8% | +3.6% | −10.2% |
| 1 year | +7.8% | −1.6% | −15.2% |
| 3 years · per year | +24.3% | +20.3% | +15.6% |
| 5 years · per year | — | +0.4% | −1.3% |
| Worst drop · 1Y | −10.4% | −17.9% | −27.0% |
| Volatility · 1Y | 19.1% | 26.2% | 21.2% |
| Holdings | 102 | 499 | 40 |
| Assets | $2.3B | $2.6B | $59M |
| Leverage | None | None | None |
| Since | 2022 | 2018 | 2019 |
Highlighted = best in the row. Returns include dividends.