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SMH and IPO share 5.1% of their holdings.
| Side by side | SMH | IPO |
|---|---|---|
| Strategy | Thematic · AI & semis | Unsorted |
| Expense ratio | 0.35% | 0.60% |
| Cost per year on $10k | $35 | $60 |
| Trailing 12-mo yield | 0.22% | 0.13% |
| Income per year on $10k | $22 | $13 |
| YTD | +41.1% | +1.6% |
| 1 year | +40.2% | −2.7% |
| 3 years · per year | +55.3% | +16.5% |
| 5 years · per year | +31.3% | −7.7% |
| Worst drop · 1Y | −24.6% | −22.2% |
| Volatility · 1Y | 41.1% | 33.2% |
| Holdings | 26 | 54 |
| Assets | $66.4B | $130M |
| Leverage | None | None |
| Since | 2011 | 2013 |
Highlighted = best in the row. Returns include dividends.