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TEKX and JOUL share 9.3% of their holdings.
| Side by side | SMIG | TEKX | JOUL |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Technology | Unsorted |
| Expense ratio | 0.60% | 0.65% | 0.35% |
| Cost per year on $10k | $60 | $65 | $35 |
| Trailing 12-mo yield | 1.67% | 0.31% | 0.00% |
| Income per year on $10k | $167 | $31 | $0 |
| YTD | +13.9% | +17.2% | — |
| 1 year | +16.3% | +4.5% | — |
| 3 years · per year | +16.1% | — | — |
| 5 years · per year | +6.9% | — | — |
| Worst drop · 1Y | −8.5% | −36.0% | — |
| Volatility · 1Y | 11.4% | 45.5% | — |
| Holdings | 39 | 29 | 30 |
| Assets | $1.5B | $13M | $8M |
| Leverage | None | None | None |
| Since | 2021 | 2024 | 2026 |
Highlighted = best in the row. Returns include dividends.