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| Side by side | SPUC |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.53% |
| Cost per year on $10k | $53 |
| Trailing 12-mo yield | 15.08% |
| Income per year on $10k | $1,508 |
| YTD | +11.0% |
| 1 year | +6.8% |
| 3 years · per year | +25.3% |
| 5 years · per year | +12.0% |
| Worst drop · 1Y | −11.3% |
| Volatility · 1Y | 15.3% |
| Holdings | 3 |
| Assets | $262M |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.