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CARZ and XLK share 32.1% of their holdings.
| Side by side | CARZ | XLK |
|---|---|---|
| Strategy | Sectors · Technology | Sectors · Technology |
| Expense ratio | 0.70% | 0.08% |
| Cost per year on $10k | $70 | $8 |
| Trailing 12-mo yield | 1.15% | 0.48% |
| Income per year on $10k | $115 | $48 |
| YTD | +20.0% | +21.4% |
| 1 year | +20.2% | +16.6% |
| 3 years · per year | +27.2% | +30.4% |
| 5 years · per year | +9.8% | +17.9% |
| Worst drop · 1Y | −24.1% | −15.9% |
| Volatility · 1Y | 32.9% | 27.3% |
| Holdings | 100 | 75 |
| Assets | $43M | $125B |
| Leverage | None | None |
| Since | 2011 | 1998 |
Highlighted = best in the row. Returns include dividends.