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AESR and HECA share 2.0% of their holdings.
| Side by side | AESR | HECA |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.97% | 0.81% |
| Cost per year on $10k | $97 | $81 |
| Trailing 12-mo yield | 19.97% | 2.10% |
| Income per year on $10k | $1,997 | $210 |
| YTD | +15.3% | −3.7% |
| 1 year | +13.4% | −4.3% |
| 3 years · per year | +25.6% | — |
| 5 years · per year | +12.4% | — |
| Worst drop · 1Y | −9.8% | −13.6% |
| Volatility · 1Y | 19.6% | 10.7% |
| Holdings | 9 | 0 |
| Assets | $253M | $236M |
| Leverage | None | None |
| Since | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.