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| Side by side | NULC |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.21% |
| Cost per year on $10k | $21 |
| Trailing 12-mo yield | 8.67% |
| Income per year on $10k | $867 |
| YTD | +17.2% |
| 1 year | +16.3% |
| 3 years · per year | +22.4% |
| 5 years · per year | +10.3% |
| Worst drop · 1Y | −8.9% |
| Volatility · 1Y | 13.7% |
| Holdings | 129 |
| Assets | $81M |
| Leverage | None |
| Since | 2019 |
Highlighted = best in the row. Returns include dividends.