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ACES and PEPT share 4.2% of their holdings.
| Side by side | ACES | PEPT |
|---|---|---|
| Strategy | Thematic · Clean energy & EV | Unsorted |
| Expense ratio | 0.55% | 0.65% |
| Cost per year on $10k | $55 | $65 |
| Trailing 12-mo yield | 0.71% | 0.00% |
| Income per year on $10k | $71 | $0 |
| YTD | −18.7% | — |
| 1 year | −25.1% | — |
| 3 years · per year | −4.5% | — |
| 5 years · per year | −17.6% | — |
| Worst drop · 1Y | −40.5% | — |
| Volatility · 1Y | 33.6% | — |
| Holdings | 37 | 35 |
| Assets | $90M | $2M |
| Leverage | None | None |
| Since | 2018 | 2026 |
Highlighted = best in the row. Returns include dividends.