Loading…
LGLV and FXU share 12.5% of their holdings.
| Side by side | LGLV | FXU |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | Sectors · Utilities |
| Expense ratio | 0.12% | 0.61% |
| Cost per year on $10k | $12 | $61 |
| Trailing 12-mo yield | 2.03% | 2.30% |
| Income per year on $10k | $203 | $230 |
| YTD | +10.4% | +10.1% |
| 1 year | +12.7% | +8.3% |
| 3 years · per year | +15.5% | +22.1% |
| 5 years · per year | +8.1% | +12.1% |
| Worst drop · 1Y | −8.2% | −14.0% |
| Volatility · 1Y | 10.5% | 14.2% |
| Holdings | 172 | 40 |
| Assets | $1.2B | $768M |
| Leverage | None | None |
| Since | 2013 | 2007 |
Highlighted = best in the row. Returns include dividends.