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FDRV and LIT share 8.8% of their holdings.
| Side by side | FDRV | LIT |
|---|---|---|
| Strategy | Thematic · Clean energy & EV | Thematic · Clean energy & EV |
| Expense ratio | 0.39% | 0.75% |
| Cost per year on $10k | $39 | $75 |
| Trailing 12-mo yield | 1.46% | 0.82% |
| Income per year on $10k | $146 | $82 |
| YTD | −7.6% | −5.7% |
| 1 year | −13.7% | +1.6% |
| 3 years · per year | −0.1% | +8.0% |
| 5 years · per year | −10.8% | −6.3% |
| Worst drop · 1Y | −31.3% | −33.5% |
| Volatility · 1Y | 27.6% | 30.5% |
| Holdings | 59 | 41 |
| Assets | $23M | $1.1B |
| Leverage | None | None |
| Since | 2021 | 2010 |
Highlighted = best in the row. Returns include dividends.