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IHI and BOTZ share 10.3% of their holdings.
| Side by side | IHI | BOTZ | QQEW |
|---|---|---|---|
| Strategy | Sectors · Health care | Thematic · AI & semis | US Stock Styles · Equal weight |
| Expense ratio | 0.37% | 0.68% | 0.55% |
| Cost per year on $10k | $37 | $68 | $55 |
| Trailing 12-mo yield | 0.47% | 0.53% | 0.13% |
| Income per year on $10k | $47 | $53 | $13 |
| YTD | −10.1% | −7.7% | +10.1% |
| 1 year | −9.6% | −11.8% | +7.4% |
| 3 years · per year | +6.9% | +13.0% | +15.9% |
| 5 years · per year | −2.5% | −1.9% | +6.6% |
| Worst drop · 1Y | −26.1% | −21.5% | −15.6% |
| Volatility · 1Y | 20.6% | 26.5% | 19.4% |
| Holdings | 49 | 81 | 50 |
| Assets | $3.7B | $3.2B | $1.9B |
| Leverage | None | None | None |
| Since | 2006 | 2016 | 2006 |
Highlighted = best in the row. Returns include dividends.