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HAPS and FSEV share 14.0% of their holdings.
| Side by side | HAPS | HSMV | FSEV |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.61% | 0.80% | 0.28% |
| Cost per year on $10k | $61 | $80 | $28 |
| Trailing 12-mo yield | 0.46% | 4.52% | 0.62% |
| Income per year on $10k | $46 | $452 | $62 |
| YTD | +22.2% | +4.7% | — |
| 1 year | +22.0% | +5.6% | — |
| 3 years · per year | +19.5% | +11.0% | — |
| 5 years · per year | — | +3.4% | — |
| Worst drop · 1Y | −10.0% | −9.0% | — |
| Volatility · 1Y | 15.5% | 10.4% | — |
| Holdings | 190 | 151 | 396 |
| Assets | $176M | $5M | $8M |
| Leverage | None | None | None |
| Since | 2023 | 2020 | 2026 |
Highlighted = best in the row. Returns include dividends.