Loading…
EPU and RISE share 3.8% of their holdings.
| Side by side | EPU | RISE |
|---|---|---|
| Strategy | International · Global | International · Emerging |
| Expense ratio | 0.59% | 0.73% |
| Cost per year on $10k | $59 | $73 |
| Trailing 12-mo yield | 2.10% | 1.52% |
| Income per year on $10k | $210 | $152 |
| YTD | +14.2% | — |
| 1 year | +31.4% | — |
| 3 years · per year | +46.4% | — |
| 5 years · per year | +26.6% | — |
| Worst drop · 1Y | −20.9% | — |
| Volatility · 1Y | 32.4% | — |
| Holdings | 25 | 97 |
| Assets | $501M | $20M |
| Leverage | None | None |
| Since | 2009 | 2026 |
Highlighted = best in the row. Returns include dividends.