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FINX and LFGY share 22.6% of their holdings.
| Side by side | FINX | SHRY | LFGY |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Thematic Income · A basket |
| Expense ratio | 0.68% | 0.60% | 1.02% |
| Cost per year on $10k | $68 | $60 | $102 |
| Trailing 12-mo yield | 0.89% | 1.52% | 85.62% |
| Income per year on $10k | $89 | $152 | $8,562 |
| YTD | −18.1% | +17.5% | −13.1% |
| 1 year | −25.8% | +19.5% | −30.2% |
| 3 years · per year | +9.6% | +19.9% | — |
| 5 years · per year | −13.3% | +9.4% | — |
| Worst drop · 1Y | −32.7% | −7.6% | −33.8% |
| Volatility · 1Y | 30.9% | 12.9% | 43.0% |
| Holdings | 79 | 50 | 73 |
| Assets | $149M | $17M | $63M |
| Leverage | None | None | None |
| Since | 2016 | 2017 | 2025 |
Highlighted = best in the row. Returns include dividends.