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UTES and VOLT share 23.5% of their holdings.
| Side by side | UTES | VOLT |
|---|---|---|
| Strategy | Sectors · Utilities | Unsorted |
| Expense ratio | 0.49% | 0.75% |
| Cost per year on $10k | $49 | $75 |
| Trailing 12-mo yield | 1.61% | 0.39% |
| Income per year on $10k | $161 | $39 |
| YTD | −2.3% | +17.1% |
| 1 year | −7.6% | +11.3% |
| 3 years · per year | +23.8% | — |
| 5 years · per year | +13.8% | — |
| Worst drop · 1Y | −17.6% | −22.0% |
| Volatility · 1Y | 22.4% | 26.7% |
| Holdings | 198 | 27 |
| Assets | $1.2B | $995M |
| Leverage | None | None |
| Since | 2015 | 2024 |
Highlighted = best in the row. Returns include dividends.