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| Side by side | APLY |
|---|---|
| Strategy | Thematic Income · A single stock |
| Expense ratio | 1.04% |
| Cost per year on $10k | $104 |
| Trailing 12-mo yield | 32.71% |
| Income per year on $10k | $3,271 |
| YTD | +14.5% |
| 1 year | +15.9% |
| 3 years · per year | +15.4% |
| 5 years · per year | — |
| Worst drop · 1Y | −11.7% |
| Volatility · 1Y | 20.5% |
| Holdings | 7 |
| Assets | $111M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.