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LFSC and SURI share 2.6% of their holdings.
| Side by side | LFSC | SURI |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Unsorted |
| Expense ratio | 0.79% | 2.82% |
| Cost per year on $10k | $79 | $282 |
| Trailing 12-mo yield |
| 0.00% |
| 15.78% |
| Income per year on $10k | $0 | $1,578 |
| YTD | +22.6% | +16.5% |
| 1 year | +42.2% | +17.5% |
| 3 years · per year | — | +14.3% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −17.6% | −16.4% |
| Volatility · 1Y | 27.9% | 21.0% |
| Holdings | 0 | 19 |
| Assets | $123M | $75M |
| Leverage | None | None |
| Since | 2024 | 2023 |
Highlighted = best in the row. Returns include dividends.