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XPND and IGV share 27.4% of their holdings.
| Side by side | XPND | IGV |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Thematic · Disruptive tech |
| Expense ratio | 0.65% | 0.38% |
| Cost per year on $10k | $65 | $38 |
| Trailing 12-mo yield | 0.09% | 0.02% |
| Income per year on $10k | $9 | $2 |
| YTD | −0.1% | −3.6% |
| 1 year | −4.6% | −10.6% |
| 3 years · per year | +22.6% | +15.7% |
| 5 years · per year | +10.8% | +3.2% |
| Worst drop · 1Y | −16.3% | −35.5% |
| Volatility · 1Y | 23.2% | 32.7% |
| Holdings | 50 | 106 |
| Assets | $37M | $13.5B |
| Leverage | None | None |
| Since | 2021 | 2001 |
Highlighted = best in the row. Returns include dividends.