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LSEQ and FCFY share 13.3% of their holdings.
| Side by side | JSMD | XA | LSEQ | FCFY |
|---|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Thematic · AI & semis | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.30% | 0.35% | 2.28% | 0.60% |
| Cost per year on $10k | $30 | $35 | $228 | $60 |
| Trailing 12-mo yield | 0.36% | 0.00% | 1.74% | 1.26% |
| Income per year on $10k | $36 | $0 | $174 | $126 |
| YTD | +11.7% | — | +26.2% | +11.5% |
| 1 year | +7.2% | — | +24.8% | +14.5% |
| 3 years · per year | +18.4% | — | — | +19.0% |
| 5 years · per year | +6.8% | — | — | — |
| Worst drop · 1Y | −14.9% | — | −10.9% | −11.9% |
| Volatility · 1Y | 22.1% | — | 17.9% | 16.6% |
| Holdings | 122 | 30 | 143 | 101 |
| Assets | $1.1B | $9M | $17M | $2M |
| Leverage | None | None | None | None |
| Since | 2016 | 2026 | 2015 | 2023 |
Highlighted = best in the row. Returns include dividends.