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NLR and XLU share 9.1% of their holdings.
| Side by side | NLR | XLU |
|---|---|---|
| Strategy | Thematic · Nuclear & uranium | Sectors · Utilities |
| Expense ratio | 0.52% | 0.08% |
| Cost per year on $10k | $52 | $8 |
| Trailing 12-mo yield | 3.32% | 2.81% |
| Income per year on $10k | $332 | $281 |
| YTD | −23.2% | +3.2% |
| 1 year | −36.2% | −1.6% |
| 3 years · per year | +14.1% | +16.9% |
| 5 years · per year | +13.6% | +8.4% |
| Worst drop · 1Y | −45.0% | −16.1% |
| Volatility · 1Y | 43.8% | 15.7% |
| Holdings | 29 | 31 |
| Assets | $3.2B | $24.2B |
| Leverage | None | None |
| Since | 2007 | 1998 |
Highlighted = best in the row. Returns include dividends.