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HERD and QVOY share 14.2% of their holdings.
| Side by side | HERD | QVOY |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.15% | 1.10% |
| Cost per year on $10k | $15 | $110 |
| Trailing 12-mo yield | 3.37% | 8.80% |
| Income per year on $10k | $337 | $880 |
| YTD | +18.9% | +5.7% |
| 1 year | +23.1% | +5.6% |
| 3 years · per year | +18.0% | +11.0% |
| 5 years · per year | +11.0% | — |
| Worst drop · 1Y | −6.7% | −11.8% |
| Volatility · 1Y | 11.7% | 17.3% |
| Holdings | 7 | 14 |
| Assets | $104M | $57M |
| Leverage | None | None |
| Since | 2019 | 2022 |
Highlighted = best in the row. Returns include dividends.