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WISE and ROBT share 9.6% of their holdings.
| Side by side | WISE | ROBT |
|---|---|---|
| Strategy | Thematic · AI & semis | Thematic · AI & semis |
| Expense ratio | 0.35% | 0.65% |
| Cost per year on $10k | $35 | $65 |
| Trailing 12-mo yield | 4.92% | 0.02% |
| Income per year on $10k | $492 | $2 |
| YTD | −16.2% | +12.3% |
| 1 year | −27.0% | +4.2% |
| 3 years · per year | — | +15.6% |
| 5 years · per year | — | +1.3% |
| Worst drop · 1Y | −32.5% | −21.1% |
| Volatility · 1Y | 34.7% | 25.1% |
| Holdings | 42 | 111 |
| Assets | $24M | $765M |
| Leverage | None | None |
| Since | 2023 | 2018 |
Highlighted = best in the row. Returns include dividends.