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ACES and SIMS share 11.8% of their holdings.
| Side by side | ACES | JOUL | SIMS |
|---|---|---|---|
| Strategy | Thematic · Clean energy & EV | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.55% | 0.35% | 0.45% |
| Cost per year on $10k | $55 | $35 | $45 |
| Trailing 12-mo yield | 0.70% | 0.00% | 0.56% |
| Income per year on $10k | $70 | $0 | $56 |
| YTD | −17.3% | — | +7.6% |
| 1 year | −21.4% | — | −3.6% |
| 3 years · per year | −3.4% | — | +16.8% |
| 5 years · per year | −17.7% | — | +0.4% |
| Worst drop · 1Y | −40.5% | — | −15.6% |
| Volatility · 1Y | 33.7% | — | 23.0% |
| Holdings | 37 | 30 | 53 |
| Assets | $87M | $8M | $8M |
| Leverage | None | None | None |
| Since | 2018 | 2026 | 2017 |
Highlighted = best in the row. Returns include dividends.