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IGV and KONG share 14.9% of their holdings.
| Side by side | IGV | AIUP | KONG |
|---|---|---|---|
| Strategy | Thematic · Disruptive tech | Thematic · AI & semis | Unsorted |
| Expense ratio | 0.38% | 0.70% | 0.89% |
| Cost per year on $10k | $38 | $70 | $89 |
| Trailing 12-mo yield | 0.02% | 0.00% | 0.35% |
| Income per year on $10k | $2 | $0 | $35 |
| YTD | −3.6% | — | +4.4% |
| 1 year | −10.6% | — | +6.5% |
| 3 years · per year | +15.7% | — | +9.5% |
| 5 years · per year | +3.2% | — | +5.3% |
| Worst drop · 1Y | −35.5% | — | −8.5% |
| Volatility · 1Y | 32.7% | — | 11.9% |
| Holdings | 106 | 0 | 55 |
| Assets | $12.8B | $5M | $22M |
| Leverage | None | None | None |
| Since | 2001 | 2026 | 2021 |
Highlighted = best in the row. Returns include dividends.