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LFSC and XHS share 6.5% of their holdings.
| Side by side | LFSC | XHS |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Sectors · Health care |
| Expense ratio | 0.79% | 0.35% |
| Cost per year on $10k | $79 | $35 |
| Trailing 12-mo yield | 0.00% | 0.15% |
| Income per year on $10k | $0 | $15 |
| YTD | +22.6% | +35.2% |
| 1 year | +42.2% | +37.6% |
| 3 years · per year | — | +21.7% |
| 5 years · per year | — | +6.7% |
| Worst drop · 1Y | −17.6% | −12.0% |
| Volatility · 1Y | 27.9% | 17.6% |
| Holdings | 0 | 61 |
| Assets | $123M | $234M |
| Leverage | None | None |
| Since | 2024 | 2011 |
Highlighted = best in the row. Returns include dividends.