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FDNI and BUYZ share 15.4% of their holdings.
| Side by side | EWC | FDNI | BUYZ |
|---|---|---|---|
| Strategy | International · Region & country | Sectors · Technology | Thematic · Disruptive tech |
| Expense ratio | 0.50% | 0.65% | 0.50% |
| Cost per year on $10k | $50 | $65 | $50 |
| Trailing 12-mo yield | 1.22% | 1.50% | 0.00% |
| Income per year on $10k | $122 | $150 | $0 |
| YTD | +14.6% | −25.6% | −10.9% |
| 1 year | +21.3% | −34.1% | −17.9% |
| 3 years · per year | +26.5% | +8.4% | +14.4% |
| 5 years · per year | +11.5% | −10.2% | −7.3% |
| Worst drop · 1Y | −8.5% | −35.6% | −28.9% |
| Volatility · 1Y | 14.6% | 24.3% | 23.4% |
| Holdings | 81 | 40 | 58 |
| Assets | $7.7B | $29M | $5M |
| Leverage | None | None | None |
| Since | 1996 | 2018 | 2020 |
Highlighted = best in the row. Returns include dividends.