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LRNZ and XDAT share 32.4% of their holdings.
| Side by side | LRNZ | XDAT | TMFM |
|---|---|---|---|
| Strategy | Thematic · AI & semis | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.68% | 0.50% | 0.85% |
| Cost per year on $10k | $68 | $50 | $85 |
| Trailing 12-mo yield | 0.00% | 0.00% | 0.07% |
| Income per year on $10k | $0 | $0 | $7 |
| YTD | +23.1% | −7.2% | −4.4% |
| 1 year | +16.8% | −14.1% | −6.0% |
| 3 years · per year | +29.2% | +11.9% | +5.5% |
| 5 years · per year | +3.0% | −4.0% | — |
| Worst drop · 1Y | −26.9% | −29.1% | −19.0% |
| Volatility · 1Y | 34.5% | 29.5% | 20.6% |
| Holdings | 26 | 52 | 0 |
| Assets | $41M | $4M | $109M |
| Leverage | None | None | None |
| Since | 2020 | 2021 | 2014 |
Highlighted = best in the row. Returns include dividends.