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TAN and IMOM share 4.2% of their holdings.
| Side by side | TAN | IMOM |
|---|---|---|
| Strategy | Thematic · Clean energy & EV | International · Ex-US broad |
| Expense ratio | 0.70% | 0.38% |
| Cost per year on $10k | $70 | $38 |
| Trailing 12-mo yield | 0.00% | 2.62% |
| Income per year on $10k | $0 | $262 |
| YTD | −14.4% | −3.5% |
| 1 year | −11.9% | +3.9% |
| 3 years · per year | −0.6% | +20.3% |
| 5 years · per year | −14.2% | +4.4% |
| Worst drop · 1Y | −45.6% | −20.3% |
| Volatility · 1Y | 38.3% | 23.1% |
| Holdings | 36 | 53 |
| Assets | $872M | $144M |
| Leverage | None | None |
| Since | 2008 | 2015 |
Highlighted = best in the row. Returns include dividends.