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GRID and JOUL share 22.0% of their holdings.
| Side by side | SMIG | GRID | TEKX | JOUL |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Thematic · Infrastructure | Sectors · Technology | Unsorted |
| Expense ratio | 0.60% | 0.56% | 0.65% | 0.35% |
| Cost per year on $10k | $60 | $56 | $65 | $35 |
| Trailing 12-mo yield | 1.67% | 0.91% | 0.28% | 0.00% |
| Income per year on $10k | $167 | $91 | $28 | $0 |
| YTD | +14.2% | +12.1% | +29.2% | — |
| 1 year | +14.1% | +8.5% | +14.6% | — |
| 3 years · per year | +16.0% | +26.3% | — | — |
| 5 years · per year | +7.1% | +13.0% | — | — |
| Worst drop · 1Y | −8.5% | −18.1% | −32.9% | — |
| Volatility · 1Y | 11.5% | 24.8% | 44.9% | — |
| Holdings | 39 | 122 | 29 | 30 |
| Assets | $1.5B | $11.5B | $13M | $9M |
| Leverage | None | None | None | None |
| Since | 2021 | 2009 | 2024 | 2026 |
Highlighted = best in the row. Returns include dividends.