Loading…
STYL and FXD share 10.8% of their holdings.
| Side by side | STYL | ISHP | FXD |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Sectors · Consumer |
| Expense ratio | 0.35% | 0.60% | 0.60% |
| Cost per year on $10k | $35 | $60 | $60 |
| Trailing 12-mo yield | 0.00% | 1.26% | 0.70% |
| Income per year on $10k | $0 | $126 | $70 |
| YTD | — | −11.1% | +0.9% |
| 1 year | — | −16.5% | +2.3% |
| 3 years · per year | — | +13.6% | +13.3% |
| 5 years · per year | — | +0.4% | +2.9% |
| Worst drop · 1Y | — | −23.1% | −13.9% |
| Volatility · 1Y | — | 18.6% | 20.1% |
| Holdings | 30 | 60 | 110 |
| Assets | $0M | $5M | $256M |
| Leverage | None | None | None |
| Since | 2026 | 2016 | 2007 |
Highlighted = best in the row. Returns include dividends.