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TGRT and THEQ share 3.0% of their holdings.
| Side by side | TGRT | THEQ |
|---|---|---|
| Strategy | US Stock Styles · Growth | Defined Outcome · Hedged equity |
| Expense ratio | 0.38% | 0.73% |
| Cost per year on $10k | $38 | $73 |
| Trailing 12-mo yield | 0.08% | 0.73% |
| Income per year on $10k | $8 | $73 |
| YTD | +2.9% | +8.6% |
| 1 year | −0.5% | +7.7% |
| 3 years · per year | +21.8% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −17.9% | −6.2% |
| Volatility · 1Y | 18.3% | 9.4% |
| Holdings | 91 | 114 |
| Assets | $1.6B | $38M |
| Leverage | None | None |
| Since | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.