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FCFY and POWA share 15.5% of their holdings.
| Side by side | EBIZ | FCFY | POWA |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.50% | 0.60% | 0.40% |
| Cost per year on $10k | $50 | $60 | $40 |
| Trailing 12-mo yield | 0.53% | 1.26% | 0.91% |
| Income per year on $10k | $53 | $126 | $91 |
| YTD | −11.1% | +11.5% | +3.4% |
| 1 year | −17.2% | +14.5% | +2.4% |
| 3 years · per year | +19.0% | +19.0% | +14.2% |
| 5 years · per year | −1.8% | — | +7.3% |
| Worst drop · 1Y | −25.8% | −11.9% | −9.8% |
| Volatility · 1Y | 21.0% | 16.6% | 12.3% |
| Holdings | 39 | 101 | 51 |
| Assets | $25M | $2M | $169M |
| Leverage | None | None | None |
| Since | 2018 | 2023 | 2006 |
Highlighted = best in the row. Returns include dividends.