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XLEM and EZRO share 40.2% of their holdings.
| Side by side | RLY | XLEM | EZRO |
|---|---|---|---|
| Strategy | Unsorted | Low-Cost Core · S&P 500 | Unsorted |
| Expense ratio | 0.50% | 0.12% | 1.20% |
| Cost per year on $10k | $50 | $12 | $120 |
| Trailing 12-mo yield | 2.88% | 0.00% | 0.00% |
| Income per year on $10k | $288 | $0 | $0 |
| YTD | +20.2% | — | +8.8% |
| 1 year | +24.2% | — | +2.2% |
| 3 years · per year | +16.0% | — | — |
| 5 years · per year | +10.2% | — | — |
| Worst drop · 1Y | −7.6% | — | −19.1% |
| Volatility · 1Y | 10.8% | — | 21.7% |
| Holdings | 11 | 7 | 0 |
| Assets | $1.4B | $1M | $27M |
| Leverage | None | None | None |
| Since | 2012 | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.