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| Side by side | INVN |
|---|---|
| Strategy | Thematic · Disruptive tech |
| Expense ratio | 0.55% |
| Cost per year on $10k | $55 |
| Trailing 12-mo yield | 0.23% |
| Income per year on $10k | $23 |
| YTD | +24.3% |
| 1 year | +29.7% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −20.4% |
| Volatility · 1Y | 25.1% |
| Holdings | 50 |
| Assets | $11M |
| Leverage | None |
| Since | 2025 |
Highlighted = best in the row. Returns include dividends.