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| Side by side | USOY |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 1.12% |
| Cost per year on $10k | $112 |
| Trailing 12-mo yield | 50.49% |
| Income per year on $10k | $5,049 |
| YTD | +64.9% |
| 1 year | +65.3% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −25.4% |
| Volatility · 1Y | 38.1% |
| Holdings | 14 |
| Assets | $82M |
| Leverage | None |
| Since | 2024 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.