Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
* Fewer than 12 months: the year the fund started reporting NAV, or the current year
Counts only the top holdings with available data, not the whole portfolio · Pick a pair below for details
| IYG | LHUSFIN-A | |
|---|---|---|
| Held by both | ||
 Berkshire Hathaway | 13.64% | 13.67% |
 JPMorgan Chase & Co | 12.94% | 12.96% |
 Visa | 9.01% | 9.02% |
 Mastercard | 6.56% | 6.57% |
 Bank of America | 5.21% | 5.22% |
| The Goldman Sachs Group | 3.86% | 3.86% |
 Morgan Stanley | 3.30% | 3.31% |
 Citigroup Inc | 3.19% | 3.20% |
 American Express Co | 2.36% | 2.36% |
| Only in IYG | ||
| Wells Fargo & Co | 3.56% | N/A |
| Only in LHUSFIN-A | ||
| Wells Fargo & Co New | N/A | 3.57% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| IYG | +4.33% | 15.93% | 0.27 |
| LHUSFIN-A | −0.86% | 14.85% | −0.06 |
Sharpe here = annual return ÷ annual volatility, without deducting the risk-free rate, calculated from NAV over the selected period · Periods shorter than 1 year use the cumulative return instead of the annual return
| Drag a column header to reorder | IYG | LHUSFIN-A |
|---|---|---|
Fund details | ||
| Fund size | N/A | 117 million |
| Inception date | N/A | 29 Mar 2022 |
| Master fund | N/A | iShares U.S. Financial Services ETF |
| Dividend policy | N/A | Does not pay |
Risk and currency hedging | ||
| Risk level | N/A | 7 |
| Hedging policy | N/A | Hedged at the manager's discretion |
| Share hedged | N/A | 80.66% |
Minimum purchase and redemption | ||
| First purchase | N/A | 1,000 THB |
| Subsequent purchase | N/A | 100 THB |
| Redemption (amount) | N/A | No minimum |
| Redemption (units) | N/A | No minimum |
| Balance (amount) | N/A | 100 THB |
| Balance (units) | N/A | No minimum |
Order cut-off and redemption payment | ||
| Buy before | N/A | 15:30 |
| Redeem before | N/A | 15:30 |
| Redemption paid | N/A | T+2 |
