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BUG and WCBR share 67.7% of their holdings.
| Side by side | IHAK | BUG | FXL | WCBR |
|---|---|---|---|---|
| Strategy | Thematic · Cyber & cloud | Thematic · Cyber & cloud | Sectors · Technology | Thematic · Cyber & cloud |
| Expense ratio | 0.47% | 0.50% | 0.60% | 0.45% |
| Cost per year on $10k | $47 | $50 | $60 | $45 |
| Trailing 12-mo yield | 0.06% | 0.02% | 0.00% | 0.00% |
| Income per year on $10k | $6 | $2 | $0 | $0 |
| YTD | +57.3% | +67.5% | +31.4% | +79.8% |
| 1 year | +43.4% | +42.0% | +26.2% | +55.3% |
| 3 years · per year | +26.3% | +29.2% | +26.9% | +35.6% |
| 5 years · per year | +10.4% | +9.5% | +11.0% | +11.5% |
| Worst drop · 1Y | −21.8% | −35.2% | −15.2% | −29.5% |
| Volatility · 1Y | 30.3% | 38.5% | 26.9% | 40.4% |
| Holdings | 34 | 30 | 110 | 31 |
| Assets | $1.3B | $2.4B | $2.8B | $227M |
| Leverage | None | None | None | None |
| Since | 2019 | 2019 | 2007 | 2021 |
Highlighted = best in the row. Returns include dividends.