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UFO and FXD share 1.8% of their holdings.
| Side by side | UFO | FXD |
|---|---|---|
| Strategy | Thematic · Defense & space | Sectors · Consumer |
| Expense ratio | 0.75% | 0.60% |
| Cost per year on $10k | $75 | $60 |
| Trailing 12-mo yield | 0.36% | 0.70% |
| Income per year on $10k | $36 | $70 |
| YTD | +8.1% | +0.9% |
| 1 year | +10.1% | +2.3% |
| 3 years · per year | +40.7% | +13.3% |
| 5 years · per year | +7.9% | +2.9% |
| Worst drop · 1Y | −42.0% | −13.9% |
| Volatility · 1Y | 40.7% | 20.1% |
| Holdings | 67 | 110 |
| Assets | $465M | $256M |
| Leverage | None | None |
| Since | 2019 | 2007 |
Highlighted = best in the row. Returns include dividends.