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LRNZ and SMH share 23.3% of their holdings.
| Side by side | LRNZ | SMH |
|---|---|---|
| Strategy | Thematic · AI & semis | Thematic · AI & semis |
| Expense ratio | 0.68% | 0.35% |
| Cost per year on $10k | $68 | $35 |
| Trailing 12-mo yield | 0.00% | 0.22% |
| Income per year on $10k | $0 | $22 |
| YTD | +23.1% | +41.1% |
| 1 year | +16.8% | +40.2% |
| 3 years · per year | +29.2% | +55.3% |
| 5 years · per year | +3.0% | +31.3% |
| Worst drop · 1Y | −26.9% | −24.6% |
| Volatility · 1Y | 34.5% | 41.1% |
| Holdings | 26 | 26 |
| Assets | $41M | $66.4B |
| Leverage | None | None |
| Since | 2020 | 2011 |
Highlighted = best in the row. Returns include dividends.