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IPAY and LFGY share 13.0% of their holdings.
| Side by side | IPAY | SHRY | LFGY |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Thematic Income · A basket |
| Expense ratio | 0.75% | 0.60% | 1.02% |
| Cost per year on $10k | $75 | $60 | $102 |
| Trailing 12-mo yield | 0.84% | 1.55% | 78.30% |
| Income per year on $10k | $84 | $155 | $7,830 |
| YTD | −6.0% | +15.6% | −5.0% |
| 1 year | −15.0% | +14.0% | −26.2% |
| 3 years · per year | +9.6% | +18.8% | — |
| 5 years · per year | −6.6% | +9.1% | — |
| Worst drop · 1Y | −28.0% | −7.6% | −34.8% |
| Volatility · 1Y | 25.3% | 13.1% | 42.6% |
| Holdings | 41 | 50 | 73 |
| Assets | $138M | $17M | $69M |
| Leverage | None | None | None |
| Since | 2015 | 2017 | 2025 |
Highlighted = best in the row. Returns include dividends.