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HERO and NERD share 62.6% of their holdings.
| Side by side | KOMP | HERO | NERD |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | Unsorted |
| Expense ratio | 0.20% | 0.50% | 0.50% |
| Cost per year on $10k | $20 | $50 | $50 |
| Trailing 12-mo yield | 1.58% | 1.74% | 0.69% |
| Income per year on $10k | $158 | $174 | $69 |
| YTD | +8.6% | −10.7% | −8.7% |
| 1 year | +0.9% | −18.4% | −18.2% |
| 3 years · per year | +20.8% | +14.2% | +18.6% |
| 5 years · per year | +1.4% | −1.4% | −3.3% |
| Worst drop · 1Y | −17.5% | −27.5% | −29.2% |
| Volatility · 1Y | 26.0% | 21.4% | 20.8% |
| Holdings | 499 | 40 | 39 |
| Assets | $2.6B | $59M | $14M |
| Leverage | None | None | None |
| Since | 2018 | 2019 | 2019 |
Highlighted = best in the row. Returns include dividends.