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ARTY and DTCR share 16.8% of their holdings.
| Side by side | ARTY | DTCR | KWIN |
|---|---|---|---|
| Strategy | Thematic · AI & semis | Thematic · Infrastructure | Income · Dividend stocks |
| Expense ratio | 0.47% | 0.50% | 0.51% |
| Cost per year on $10k | $47 | $50 | $51 |
| Trailing 12-mo yield | 0.06% | 0.94% | 0.00% |
| Income per year on $10k | $6 | $94 | $0 |
| YTD | +50.7% | +25.4% | +2.8% |
| 1 year | +44.0% | +18.4% | — |
| 3 years · per year | +35.1% | +30.7% | — |
| 5 years · per year | +10.9% | +10.4% | — |
| Worst drop · 1Y | −24.0% | −22.9% | — |
| Volatility · 1Y | 39.9% | 26.1% | — |
| Holdings | 50 | 25 | 0 |
| Assets | $3.9B | $2.0B | $63M |
| Leverage | None | None | None |
| Since | 2018 | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.