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TAN and FRNW share 31.8% of their holdings.
| Side by side | TAN | FRNW | IMOM |
|---|---|---|---|
| Strategy | Thematic · Clean energy & EV | Thematic · Clean energy & EV | International · Ex-US broad |
| Expense ratio | 0.70% | 0.39% | 0.38% |
| Cost per year on $10k | $70 | $39 | $38 |
| Trailing 12-mo yield | 0.00% | 1.20% | 2.55% |
| Income per year on $10k | $0 | $120 | $255 |
| YTD | −16.2% | +0.5% | −0.7% |
| 1 year | −15.0% | −4.4% | +7.1% |
| 3 years · per year | −2.2% | +13.3% | +20.7% |
| 5 years · per year | −14.4% | −5.1% | +5.2% |
| Worst drop · 1Y | −44.9% | −28.4% | −19.6% |
| Volatility · 1Y | 38.0% | 27.2% | 23.0% |
| Holdings | 36 | 65 | 53 |
| Assets | $893M | $91M | $147M |
| Leverage | None | None | None |
| Since | 2008 | 2021 | 2015 |
Highlighted = best in the row. Returns include dividends.