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ROBO and WELD share 6.0% of their holdings.
| Side by side | ROBO | WELD |
|---|---|---|
| Strategy | Thematic · AI & semis | US Stock Styles · Large cap |
| Expense ratio | 0.95% | 0.75% |
| Cost per year on $10k | $95 | $75 |
| Trailing 12-mo yield | 0.39% | 0.26% |
| Income per year on $10k | $39 | $26 |
| YTD | +7.9% | +14.0% |
| 1 year | +9.0% | +15.0% |
| 3 years · per year | +18.2% | +25.0% |
| 5 years · per year | +2.4% | — |
| Worst drop · 1Y | −17.4% | −21.6% |
| Volatility · 1Y | 27.4% | 28.4% |
| Holdings | 79 | 22 |
| Assets | $1.9B | $243M |
| Leverage | None | None |
| Since | 2013 | 2023 |
Highlighted = best in the row. Returns include dividends.