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TRTY and GMOM share 52.0% of their holdings.
| Side by side | TRTY | GMOM | ENDW |
|---|---|---|---|
| Strategy | Unsorted | International · Global | Unsorted |
| Expense ratio | 0.39% | 0.95% | 0.22% |
| Cost per year on $10k | $39 | $95 | $22 |
| Trailing 12-mo yield | 2.76% | 1.51% | 2.36% |
| Income per year on $10k | $276 | $151 | $236 |
| YTD | +13.1% | +15.3% | +13.5% |
| 1 year | +15.7% | +18.6% | +15.2% |
| 3 years · per year | +13.2% | +16.1% | — |
| 5 years · per year | +6.4% | +7.5% | — |
| Worst drop · 1Y | −5.5% | −9.6% | −6.4% |
| Volatility · 1Y | 9.9% | 13.9% | 9.9% |
| Holdings | 30 | 14 | 72 |
| Assets | $285M | $81M | $161M |
| Leverage | None | None | None |
| Since | 2018 | 2014 | 2025 |
Highlighted = best in the row. Returns include dividends.