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FCFY and POWA share 15.5% of their holdings.
| Side by side | FCFY | POWA | SFLO |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.60% | 0.40% | 0.53% |
| Cost per year on $10k | $60 | $40 | $53 |
| Trailing 12-mo yield | 1.21% | 0.90% | 0.73% |
| Income per year on $10k | $121 | $90 | $73 |
| YTD | +15.3% | +4.3% | +36.1% |
| 1 year | +20.0% | +4.4% | +41.7% |
| 3 years · per year | +20.7% | +14.9% | — |
| 5 years · per year | — | +7.3% | — |
| Worst drop · 1Y | −11.9% | −9.8% | −8.2% |
| Volatility · 1Y | 16.6% | 12.3% | 17.2% |
| Holdings | 101 | 51 | 202 |
| Assets | $2M | $168M | $896M |
| Leverage | None | None | None |
| Since | 2023 | 2006 | 2023 |
Highlighted = best in the row. Returns include dividends.