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EUDV and ROBT share 1.8% of their holdings.
| Side by side | EUDV | ROBT |
|---|---|---|
| Strategy | Income · Dividend stocks | Thematic · AI & semis |
| Expense ratio | 0.55% | 0.65% |
| Cost per year on $10k | $55 | $65 |
| Trailing 12-mo yield | 1.97% | 0.02% |
| Income per year on $10k | $197 | $2 |
| YTD | +7.9% | +12.3% |
| 1 year | +6.0% | +4.2% |
| 3 years · per year | +13.0% | +15.6% |
| 5 years · per year | +2.6% | +1.3% |
| Worst drop · 1Y | −10.6% | −21.1% |
| Volatility · 1Y | 14.5% | 25.1% |
| Holdings | 47 | 111 |
| Assets | $8M | $765M |
| Leverage | None | None |
| Since | 2015 | 2018 |
Highlighted = best in the row. Returns include dividends.