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UTES and VOLT share 23.5% of their holdings.
| Side by side | UTES | VOLT | LOPP |
|---|---|---|---|
| Strategy | Sectors · Utilities | Unsorted | Unsorted |
| Expense ratio | 0.49% | 0.75% | 0.90% |
| Cost per year on $10k | $49 | $75 | $90 |
| Trailing 12-mo yield | 1.60% | 0.38% | 0.76% |
| Income per year on $10k | $160 | $38 | $76 |
| YTD | −1.9% | +20.4% | +9.2% |
| 1 year | −7.7% | +13.6% | +9.7% |
| 3 years · per year | +24.5% | — | +19.3% |
| 5 years · per year | +14.0% | — | +6.1% |
| Worst drop · 1Y | −17.6% | −22.0% | −11.8% |
| Volatility · 1Y | 22.4% | 26.7% | 17.1% |
| Holdings | 198 | 27 | 0 |
| Assets | $1.1B | $987M | $15M |
| Leverage | None | None | None |
| Since | 2015 | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.