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NERD and ESPO share 63.3% of their holdings.
| Side by side | GENZ | NERD | ESPO |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Unsorted |
| Expense ratio | 0.51% | 0.50% | 0.55% |
| Cost per year on $10k | $51 | $50 | $55 |
| Trailing 12-mo yield | 3.78% | 0.69% | 1.34% |
| Income per year on $10k | $378 | $69 | $134 |
| YTD | −11.8% | −8.7% | −6.9% |
| 1 year | −9.9% | −14.8% | −13.0% |
| 3 years · per year | +1.6% | +19.8% | +26.1% |
| 5 years · per year | −4.8% | −3.3% | +8.1% |
| Worst drop · 1Y | −18.4% | −27.6% | −24.1% |
| Volatility · 1Y | 22.2% | 20.6% | 19.9% |
| Holdings | 38 | 39 | 28 |
| Assets | $15M | $14M | $240M |
| Leverage | None | None | None |
| Since | 2008 | 2019 | 2018 |
Highlighted = best in the row. Returns include dividends.