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UTES and FPWR share 29.6% of their holdings.
| Side by side | UTES | LOPP | FPWR |
|---|---|---|---|
| Strategy | Sectors · Utilities | Unsorted | Unsorted |
| Expense ratio | 0.49% | 0.90% | 0.96% |
| Cost per year on $10k | $49 | $90 | $96 |
| Trailing 12-mo yield | 1.61% | 0.76% | 2.07% |
| Income per year on $10k | $161 | $76 | $207 |
| YTD | −2.3% | +9.6% | +15.7% |
| 1 year | −7.6% | +9.9% | +14.9% |
| 3 years · per year | +23.8% | +19.7% | +21.0% |
| 5 years · per year | +13.8% | +6.2% | +11.6% |
| Worst drop · 1Y | −17.6% | −11.8% | −9.3% |
| Volatility · 1Y | 22.4% | 17.2% | 11.6% |
| Holdings | 198 | 0 | 59 |
| Assets | $1.2B | $15M | $36M |
| Leverage | None | None | None |
| Since | 2015 | 2021 | 2019 |
Highlighted = best in the row. Returns include dividends.