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AGOX and AIUP share 14.9% of their holdings.
| Side by side | AGOX | AIUP | KONG |
|---|---|---|---|
| Strategy | Unsorted | Thematic · AI & semis | Unsorted |
| Expense ratio | 1.36% | 0.70% | 0.89% |
| Cost per year on $10k | $136 | $70 | $89 |
| Trailing 12-mo yield | 2.78% | 0.00% | 0.35% |
| Income per year on $10k | $278 | $0 | $35 |
| YTD | +16.0% | — | +5.5% |
| 1 year | +8.9% | — | +6.0% |
| 3 years · per year | +16.9% | — | +9.7% |
| 5 years · per year | +7.0% | — | +5.7% |
| Worst drop · 1Y | −15.3% | — | −8.5% |
| Volatility · 1Y | 19.7% | — | 12.0% |
| Holdings | 200 | 0 | 55 |
| Assets | $372M | $5M | $22M |
| Leverage | None | None | None |
| Since | 2012 | 2026 | 2021 |
Highlighted = best in the row. Returns include dividends.