Loading…
SHRY and ONEV share 7.5% of their holdings.
| Side by side | SHRY | ONEV |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Factor |
| Expense ratio | 0.60% | 0.20% |
| Cost per year on $10k | $60 | $20 |
| Trailing 12-mo yield | 1.55% | 1.86% |
| Income per year on $10k | $155 | $186 |
| YTD | +15.6% | +14.6% |
| 1 year | +14.0% | +15.7% |
| 3 years · per year | +18.8% | +16.2% |
| 5 years · per year | +9.1% | +8.7% |
| Worst drop · 1Y | −7.6% | −8.1% |
| Volatility · 1Y | 13.1% | 11.6% |
| Holdings | 50 | 447 |
| Assets | $17M | $283M |
| Leverage | None | None |
| Since | 2017 | 2015 |
Highlighted = best in the row. Returns include dividends.