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AMZA and XLE share 12.9% of their holdings.
| Side by side | AMZA | XLE |
|---|---|---|
| Strategy | Sectors · Energy | Sectors · Energy |
| Expense ratio | 1.72% | 0.08% |
| Cost per year on $10k | $172 | $8 |
| Trailing 12-mo yield | 8.03% | 2.22% |
| Income per year on $10k | $803 | $222 |
| YTD | +34.0% | +56.7% |
| 1 year | +37.0% | +61.8% |
| 3 years · per year | +21.9% | +19.9% |
| 5 years · per year | +20.9% | +23.3% |
| Worst drop · 1Y | −8.2% | −15.0% |
| Volatility · 1Y | 18.8% | 22.1% |
| Holdings | 27 | 21 |
| Assets | $475M | $45.3B |
| Leverage | None | None |
| Since | 2014 | 1998 |
Highlighted = best in the row. Returns include dividends.