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FPX and IGPT share 6.6% of their holdings.
| Side by side | FPX | IGPT |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Thematic · AI & semis |
| Expense ratio | 0.57% | 0.57% |
| Cost per year on $10k | $57 | $57 |
| Trailing 12-mo yield | 0.19% | 0.00% |
| Income per year on $10k | $19 | $0 |
| YTD | +2.3% | +36.4% |
| 1 year | +0.4% | +34.6% |
| 3 years · per year | +30.0% | +38.7% |
| 5 years · per year | +5.5% | +11.5% |
| Worst drop · 1Y | −18.9% | −24.9% |
| Volatility · 1Y | 26.5% | 40.0% |
| Holdings | 99 | 101 |
| Assets | $1.4B | $1.2B |
| Leverage | None | None |
| Since | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.