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FINX and SMLL share 4.0% of their holdings.
| Side by side | FINX | SMLL |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.68% | 0.80% |
| Cost per year on $10k | $68 | $80 |
| Trailing 12-mo yield | 0.88% | 2.14% |
| Income per year on $10k | $88 | $214 |
| YTD | −17.5% | +10.9% |
| 1 year | −30.0% | +5.9% |
| 3 years · per year | +8.1% | — |
| 5 years · per year | −13.0% | — |
| Worst drop · 1Y | −35.9% | −12.1% |
| Volatility · 1Y | 31.2% | 17.1% |
| Holdings | 79 | 51 |
| Assets | $154M | $13M |
| Leverage | None | None |
| Since | 2016 | 2024 |
Highlighted = best in the row. Returns include dividends.