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ICPY and COPY share 65.0% of their holdings.
| Side by side | FDFF | ICPY | COPY |
|---|---|---|---|
| Strategy | Thematic · Disruptive tech | International · Ex-US broad | US Stock Styles · Value |
| Expense ratio | 0.50% | 0.80% | 0.89% |
| Cost per year on $10k | $50 | $80 | $89 |
| Trailing 12-mo yield | 0.98% | 0.24% | 0.78% |
| Income per year on $10k | $98 | $24 | $78 |
| YTD | +1.2% | +21.5% | +21.9% |
| 1 year | +0.5% | +30.0% | +26.9% |
| 3 years · per year | +15.2% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −18.1% | −8.9% | −9.1% |
| Volatility · 1Y | 19.1% | 13.7% | 12.9% |
| Holdings | 48 | 0 | 0 |
| Assets | $43M | $80M | $430M |
| Leverage | None | None | None |
| Since | 2020 | 2025 | 2024 |
Highlighted = best in the row. Returns include dividends.