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LFSC and HLTH share 15.5% of their holdings.
| Side by side | LFSC | HLTH | CANC |
|---|---|---|---|
| Strategy | Thematic · Disruptive tech | Thematic · AI & semis | Unsorted |
| Expense ratio | 0.79% | 0.75% | 0.99% |
| Cost per year on $10k | $79 | $75 | $99 |
| Trailing 12-mo yield | 0.00% | 0.00% | 0.05% |
| Income per year on $10k | $0 | $0 | $5 |
| YTD | +18.2% | — | +20.0% |
| 1 year | +34.4% | — | +35.6% |
| 3 years · per year | — | — | +25.9% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −17.6% | — | −13.2% |
| Volatility · 1Y | 28.0% | — | 23.4% |
| Holdings | 0 | 33 | 57 |
| Assets | $122M | $12M | $216M |
| Leverage | None | None | None |
| Since | 2024 | 2026 | 2023 |
Highlighted = best in the row. Returns include dividends.