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SIMS and UPGR share 18.9% of their holdings.
| Side by side | JOUL | SIMS | UPGR |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap | Thematic · Infrastructure |
| Expense ratio | 0.35% | 0.45% | 0.35% |
| Cost per year on $10k | $35 | $45 | $35 |
| Trailing 12-mo yield | 0.00% | 0.56% | 3.01% |
| Income per year on $10k | $0 | $56 | $301 |
| YTD | — | +7.6% | −10.9% |
| 1 year | — | −3.6% | −14.4% |
| 3 years · per year | — | +16.8% | +6.9% |
| 5 years · per year | — | +0.4% | — |
| Worst drop · 1Y | — | −15.6% | −31.1% |
| Volatility · 1Y | — | 23.0% | 30.9% |
| Holdings | 30 | 53 | 49 |
| Assets | $8M | $8M | $1M |
| Leverage | None | None | None |
| Since | 2026 | 2017 | 2023 |
Highlighted = best in the row. Returns include dividends.