Loading…
GRID and XLI share 8.6% of their holdings.
| Side by side | GRID | XLI | NUDG |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | Sectors · Industrials | Income · Dividend stocks |
| Expense ratio | 0.56% | 0.08% | 0.61% |
| Cost per year on $10k | $56 | $8 | $61 |
| Trailing 12-mo yield | 0.94% | 1.11% | 0.49% |
| Income per year on $10k | $94 | $111 | $49 |
| YTD | +8.1% | +10.3% | — |
| 1 year | +5.5% | +11.0% | — |
| 3 years · per year | +25.4% | +22.1% | — |
| 5 years · per year | +12.0% | +11.7% | — |
| Worst drop · 1Y | −18.1% | −12.2% | — |
| Volatility · 1Y | 25.0% | 17.3% | — |
| Holdings | 122 | 83 | 41 |
| Assets | $11.1B | $31.5B | $6.1B |
| Leverage | None | None | None |
| Since | 2009 | 1998 | 2026 |
Highlighted = best in the row. Returns include dividends.