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| Side by side | AESR |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.97% |
| Cost per year on $10k | $97 |
| Trailing 12-mo yield | 19.97% |
| Income per year on $10k | $1,997 |
| YTD | +15.3% |
| 1 year | +13.4% |
| 3 years · per year | +25.6% |
| 5 years · per year | +12.4% |
| Worst drop · 1Y | −9.8% |
| Volatility · 1Y | 19.6% |
| Holdings | 9 |
| Assets | $253M |
| Leverage | None |
| Since | 2019 |
Highlighted = best in the row. Returns include dividends.