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SHPP and IPAV share 7.3% of their holdings.
| Side by side | SHPP | IPAV |
|---|---|---|
| Strategy | Sectors · Industrials | Thematic · Infrastructure |
| Expense ratio | 0.60% | 0.55% |
| Cost per year on $10k | $60 | $55 |
| Trailing 12-mo yield | 3.02% | 1.60% |
| Income per year on $10k | $302 | $160 |
| YTD | +20.2% | +1.8% |
| 1 year | +23.2% | +2.9% |
| 3 years · per year | +16.0% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −11.1% | −17.2% |
| Volatility · 1Y | 15.5% | 19.1% |
| Holdings | 120 | 100 |
| Assets | $2M | $6M |
| Leverage | None | None |
| Since | 2022 | 2024 |
Highlighted = best in the row. Returns include dividends.