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PAVE and ROBO share 5.7% of their holdings.
| Side by side | PAVE | NOBL | ROBO |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Dividend stocks | Thematic · AI & semis |
| Expense ratio | 0.47% | 0.35% | 0.95% |
| Cost per year on $10k | $47 | $35 | $95 |
| Trailing 12-mo yield | 0.79% | 1.95% | 0.39% |
| Income per year on $10k | $79 | $195 | $39 |
| YTD | +14.1% | +17.4% | +7.9% |
| 1 year | +14.3% | +20.8% | +9.0% |
| 3 years · per year | +25.0% | +14.6% | +18.2% |
| 5 years · per year | +15.3% | +7.4% | +2.4% |
| Worst drop · 1Y | −13.8% | −9.1% | −17.4% |
| Volatility · 1Y | 20.6% | 12.1% | 27.4% |
| Holdings | 98 | 71 | 79 |
| Assets | $13.9B | $11.9B | $1.9B |
| Leverage | None | None | None |
| Since | 2017 | 2013 | 2013 |
Highlighted = best in the row. Returns include dividends.