Loading…
LFSC and SPIT share 21.7% of their holdings.
| Side by side | LFSC | SPIT | SURI |
|---|---|---|---|
| Strategy | Thematic · Disruptive tech | Unsorted | Unsorted |
| Expense ratio | 0.79% | 0.89% | 2.82% |
| Cost per year on $10k | $79 | $89 | $282 |
| Trailing 12-mo yield | 0.00% | 6.53% | 16.41% |
| Income per year on $10k | $0 | $653 | $1,641 |
| YTD | +18.2% | +9.9% | +12.0% |
| 1 year | +34.4% | +8.9% | +13.4% |
| 3 years · per year | — | — | +13.2% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −17.6% | −19.5% | −16.4% |
| Volatility · 1Y | 28.0% | 25.4% | 21.1% |
| Holdings | 0 | 0 | 19 |
| Assets | $122M | $32M | $74M |
| Leverage | None | None | None |
| Since | 2024 | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.