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IYK and BREW share 23.3% of their holdings.
| Side by side | IYK | BREW | LSGR |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Energy | US Stock Styles · Growth |
| Expense ratio | 0.37% | 0.35% | 0.59% |
| Cost per year on $10k | $37 | $35 | $59 |
| Trailing 12-mo yield | 2.39% | 0.00% | 0.00% |
| Income per year on $10k | $239 | $0 | $0 |
| YTD | +19.9% | — | −2.1% |
| 1 year | +21.1% | — | −2.7% |
| 3 years · per year | +11.9% | — | +23.2% |
| 5 years · per year | +7.8% | — | — |
| Worst drop · 1Y | −10.7% | — | −17.5% |
| Volatility · 1Y | 14.5% | — | 18.2% |
| Holdings | 53 | 30 | 10 |
| Assets | $1.4B | $1M | $848M |
| Leverage | None | None | None |
| Since | 2000 | 2026 | 2023 |
Highlighted = best in the row. Returns include dividends.