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FNCL and LBO share 4.8% of their holdings.
| Side by side | FNCL | LBO |
|---|---|---|
| Strategy | Sectors · Financials | Unsorted |
| Expense ratio | 0.08% | 6.53% |
| Cost per year on $10k | $8 | $653 |
| Trailing 12-mo yield | 1.60% | 6.27% |
| Income per year on $10k | $160 | $627 |
| YTD | +5.0% | −9.7% |
| 1 year | +9.2% | −7.2% |
| 3 years · per year | +23.4% | — |
| 5 years · per year | +9.0% | — |
| Worst drop · 1Y | −14.8% | −25.1% |
| Volatility · 1Y | 14.7% | 23.3% |
| Holdings | 404 | 0 |
| Assets | $2.2B | $7M |
| Leverage | None | None |
| Since | 2013 | 2023 |
Highlighted = best in the row. Returns include dividends.