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UPGR and TCAL share 5.9% of their holdings.
| Side by side | AEMC | UPGR | TCAL |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Thematic · Infrastructure | Income · Premium income |
| Expense ratio | 0.35% | 0.35% | 0.34% |
| Cost per year on $10k | $35 | $35 | $34 |
| Trailing 12-mo yield | 0.00% | 3.01% | 10.46% |
| Income per year on $10k | $0 | $301 | $1,046 |
| YTD | — | −11.2% | +8.9% |
| 1 year | — | −15.4% | +8.6% |
| 3 years · per year | — | +6.4% | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | — | −31.1% | −7.0% |
| Volatility · 1Y | — | 30.9% | 10.2% |
| Holdings | 111 | 49 | 70 |
| Assets | $2M | $1M | $320M |
| Leverage | None | None | None |
| Since | 2026 | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.