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TBLU and UPGR share 10.8% of their holdings.
| Side by side | TBLU | AEMC | UPGR |
|---|---|---|---|
| Strategy | International · Global | US Stock Styles · Mid cap | Thematic · Infrastructure |
| Expense ratio | 0.40% | 0.35% | 0.35% |
| Cost per year on $10k | $40 | $35 | $35 |
| Trailing 12-mo yield | 3.55% | 0.00% | 3.01% |
| Income per year on $10k | $355 | $0 | $301 |
| YTD | −0.4% | — | −11.2% |
| 1 year | −3.6% | — | −15.4% |
| 3 years · per year | +13.3% | — | +6.4% |
| 5 years · per year | +3.2% | — | — |
| Worst drop · 1Y | −13.3% | — | −31.1% |
| Volatility · 1Y | 15.5% | — | 30.9% |
| Holdings | 23 | 111 | 49 |
| Assets | $55M | $2M | $1M |
| Leverage | None | None | None |
| Since | 2017 | 2026 | 2023 |
Highlighted = best in the row. Returns include dividends.