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EDGH and LCR share 9.2% of their holdings.
| Side by side | EDGH | LCR |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 1.01% | 0.83% |
| Cost per year on $10k | $101 | $83 |
| Trailing 12-mo yield | 1.09% | 1.30% |
| Income per year on $10k | $109 | $130 |
| YTD | +7.6% | +5.5% |
| 1 year | +14.5% | +7.3% |
| 3 years · per year | — | +12.3% |
| 5 years · per year | — | +6.4% |
| Worst drop · 1Y | −12.5% | −6.0% |
| Volatility · 1Y | 17.7% | 7.9% |
| Holdings | 9 | 34 |
| Assets | $177M | $66M |
| Leverage | None | None |
| Since | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.