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HTEC and BAI share 0.6% of their holdings.
| Side by side | HTEC | BAI |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Thematic · Disruptive tech |
| Expense ratio | 0.80% | 0.65% |
| Cost per year on $10k | $80 | $65 |
| Trailing 12-mo yield | 0.75% | 1.40% |
| Income per year on $10k | $75 | $140 |
| YTD | +31.5% | +27.3% |
| 1 year | +41.9% | +16.2% |
| 3 years · per year | +26.1% | — |
| 5 years · per year | +0.1% | — |
| Worst drop · 1Y | −16.3% | −30.9% |
| Volatility · 1Y | 22.5% | 45.1% |
| Holdings | 61 | 48 |
| Assets | $114M | $13.2B |
| Leverage | None | None |
| Since | 2019 | 2024 |
Highlighted = best in the row. Returns include dividends.