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NERD and METV share 40.1% of their holdings.
| Side by side | GENZ | NERD | METV |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Unsorted |
| Expense ratio | 0.51% | 0.50% | 0.59% |
| Cost per year on $10k | $51 | $50 | $59 |
| Trailing 12-mo yield | 3.78% | 0.69% | 0.17% |
| Income per year on $10k | $378 | $69 | $17 |
| YTD | −11.8% | −8.7% | +5.2% |
| 1 year | −9.9% | −14.8% | −3.5% |
| 3 years · per year | +1.6% | +19.8% | +29.4% |
| 5 years · per year | −4.8% | −3.3% | +5.7% |
| Worst drop · 1Y | −18.4% | −27.6% | −26.5% |
| Volatility · 1Y | 22.2% | 20.6% | 24.8% |
| Holdings | 38 | 39 | 52 |
| Assets | $15M | $14M | $208M |
| Leverage | None | None | None |
| Since | 2008 | 2019 | 2021 |
Highlighted = best in the row. Returns include dividends.