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FTA and FEX share 58.9% of their holdings.
| Side by side | SPGP | FTA | FEX | BUL |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Value | US Stock Styles · Large cap | US Stock Styles · Growth |
| Expense ratio | 0.34% | 0.58% | 0.57% | 0.60% |
| Cost per year on $10k | $34 | $58 | $57 | $60 |
| Trailing 12-mo yield | 0.78% | 1.70% | 0.99% | 0.16% |
| Income per year on $10k | $78 | $170 | $99 | $16 |
| YTD | +8.8% | +21.4% | +18.0% | +12.1% |
| 1 year | +8.8% | +26.0% | +19.1% | +15.6% |
| 3 years · per year | +12.9% | +20.5% | +22.3% | +21.0% |
| 5 years · per year | +7.3% | +10.9% | +10.4% | +9.9% |
| Worst drop · 1Y | −11.2% | −8.1% | −6.6% | −8.9% |
| Volatility · 1Y | 15.3% | 11.3% | 12.9% | 16.6% |
| Holdings | 75 | 187 | 375 | 52 |
| Assets | $2.1B | $1.4B | $1.6B | $129M |
| Leverage | None | None | None | None |
| Since | 2011 | 2007 | 2007 | 2019 |
Highlighted = best in the row. Returns include dividends.