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ROBO and IBOT share 33.1% of their holdings.
| Side by side | PAVE | ROBO | AMEI | IBOT |
|---|---|---|---|---|
| Strategy | Thematic · Infrastructure | Thematic · AI & semis | Income · Dividend stocks | Thematic · AI & semis |
| Expense ratio | 0.47% | 0.95% | 0.76% | 0.47% |
| Cost per year on $10k | $47 | $95 | $76 | $47 |
| Trailing 12-mo yield | 0.79% | 0.39% | 0.00% | 0.32% |
| Income per year on $10k | $79 | $39 | $0 | $32 |
| YTD | +14.1% | +7.9% | — | +18.1% |
| 1 year | +14.3% | +9.0% | — | +18.2% |
| 3 years · per year | +25.0% | +18.2% | — | +26.2% |
| 5 years · per year | +15.3% | +2.4% | — | — |
| Worst drop · 1Y | −13.8% | −17.4% | — | −16.7% |
| Volatility · 1Y | 20.6% | 27.4% | — | 25.5% |
| Holdings | 98 | 79 | 28 | 70 |
| Assets | $13.9B | $1.9B | $6M | $99M |
| Leverage | None | None | None | None |
| Since | 2017 | 2013 | 2026 | 2023 |
Highlighted = best in the row. Returns include dividends.