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| Side by side | APLY | NVDY | MSTY |
|---|---|---|---|
| Strategy | Thematic Income · A single stock | Thematic Income · A single stock | Thematic Income · A single stock |
| Expense ratio | 1.04% | 1.09% | 1.03% |
| Cost per year on $10k | $104 | $109 | $103 |
| Trailing 12-mo yield | 32.71% | 54.05% | 140.01% |
| Income per year on $10k | $3,271 | $5,405 | $14,001 |
| YTD | +14.5% | +12.0% | −11.9% |
| 1 year | +15.9% | +7.5% | −47.6% |
| 3 years · per year | +15.4% | +49.8% | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −11.7% | −15.3% | −65.9% |
| Volatility · 1Y | 20.5% | 30.0% | 70.1% |
| Holdings | 7 | 7 | 26 |
| Assets | $111M | $1.3B | $1.1B |
| Leverage | None | None | None |
| Since | 2023 | 2023 | 2024 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.
Holdings unavailable.
Holdings unavailable.