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FINX and SHRY share 4.9% of their holdings.
| Side by side | FINX | SHRY |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.68% | 0.60% |
| Cost per year on $10k | $68 | $60 |
| Trailing 12-mo yield | 0.89% | 1.52% |
| Income per year on $10k | $89 | $152 |
| YTD | −18.1% | +17.5% |
| 1 year | −25.8% | +19.5% |
| 3 years · per year | +9.6% | +19.9% |
| 5 years · per year | −13.3% | +9.4% |
| Worst drop · 1Y | −32.7% | −7.6% |
| Volatility · 1Y | 30.9% | 12.9% |
| Holdings | 79 | 50 |
| Assets | $149M | $17M |
| Leverage | None | None |
| Since | 2016 | 2017 |
Highlighted = best in the row. Returns include dividends.