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WATS and CNRG share 29.8% of their holdings.
| Side by side | WATS | CNRG | EZM |
|---|---|---|---|
| Strategy | Sectors · Energy | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.45% | 0.38% |
| Cost per year on $10k | $35 | $45 | $38 |
| Trailing 12-mo yield | 0.00% | 1.62% | 1.20% |
| Income per year on $10k | $0 | $162 | $120 |
| YTD | — | −11.8% | +13.9% |
| 1 year | — | −17.8% | +16.5% |
| 3 years · per year | — | +9.9% | +17.8% |
| 5 years · per year | — | −4.0% | +8.0% |
| Worst drop · 1Y | — | −39.9% | −8.7% |
| Volatility · 1Y | — | 39.6% | 13.5% |
| Holdings | 30 | 38 | 556 |
| Assets | $1M | $162M | $921M |
| Leverage | None | None | None |
| Since | 2026 | 2018 | 2007 |
Highlighted = best in the row. Returns include dividends.