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MGNR and ACES share 6.2% of their holdings.
| Side by side | MGNR | ACES | PEPT |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Thematic · Clean energy & EV | Unsorted |
| Expense ratio | 0.75% | 0.55% | 0.65% |
| Cost per year on $10k | $75 | $55 | $65 |
| Trailing 12-mo yield | 0.83% | 0.71% | 0.00% |
| Income per year on $10k | $83 | $71 | $0 |
| YTD | +9.3% | −18.7% | — |
| 1 year | +18.6% | −25.1% | — |
| 3 years · per year | — | −4.5% | — |
| 5 years · per year | — | −17.6% | — |
| Worst drop · 1Y | −16.6% | −40.5% | — |
| Volatility · 1Y | 25.2% | 33.6% | — |
| Holdings | 0 | 37 | 35 |
| Assets | $1.2B | $90M | $2M |
| Leverage | None | None | None |
| Since | 2024 | 2018 | 2026 |
Highlighted = best in the row. Returns include dividends.