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WLTG and ABCS share 6.8% of their holdings.
| Side by side |
|---|
| HFEQ |
|---|
| WLTG |
|---|
| ABCS |
|---|
| Strategy | Unsorted | US Stock Styles · Growth | US Stock Styles · Mid cap |
| Expense ratio | 0.96% | 0.77% | 0.42% |
| Cost per year on $10k | $96 | $77 | $42 |
| Trailing 12-mo yield | 9.49% | 4.05% | 1.09% |
| Income per year on $10k | $949 | $405 | $109 |
| YTD | +11.2% | +9.4% | +18.2% |
| 1 year | — | +10.6% | +20.5% |
| 3 years · per year | — | +23.6% | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | — | −9.6% | −8.8% |
| Volatility · 1Y | — | 13.6% | 13.1% |
| Holdings | 0 | 0 | 0 |
| Assets | $12M | $77M | $13M |
| Leverage | None | None | None |
| Since | 2025 | 2021 | 2023 |
Highlighted = best in the row. Returns include dividends.