Interesting, thanks! I’d only ever seen it as amusing (UK based so couldn’t buy it anyway), but good to know how it actually stacks up. I wonder if that also means that Nancy herself would have been better to just buy an index tracker and avoid all the negative stories!
They were both started in Feb 2023. So there isn’t a long track record to go by.
In the last 12 months.
NANC has gained 40%.
KRUZ has gained 27%.
VTSAX has gained 33.8%. (Vanguard total stock index)
They both have expense ratios of 0.75%.
VTSAX is 0.04%.
So you loose nearly 1% each year in management fees. That’s a lot.
Also, we hear about the buys and sells after the fact, not immediately.
So there’s a lag on decisions that may be impactful
Interesting, thanks! I’d only ever seen it as amusing (UK based so couldn’t buy it anyway), but good to know how it actually stacks up. I wonder if that also means that Nancy herself would have been better to just buy an index tracker and avoid all the negative stories!