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UTES and TCAF share 7.4% of their holdings.
| Side by side | UTES | TCAF |
|---|---|---|
| Strategy | Sectors · Utilities | Unsorted |
| Expense ratio | 0.49% | 0.31% |
| Cost per year on $10k | $49 | $31 |
| Trailing 12-mo yield | 1.61% | 0.45% |
| Income per year on $10k | $161 | $45 |
| YTD | −2.3% | +11.5% |
| 1 year | −7.6% | +11.2% |
| 3 years · per year | +23.8% | +21.3% |
| 5 years · per year | +13.8% | — |
| Worst drop · 1Y | −17.6% | −10.8% |
| Volatility · 1Y | 22.4% | 12.2% |
| Holdings | 198 | 96 |
| Assets | $1.2B | $8.0B |
| Leverage | None | None |
| Since | 2015 | 2023 |
Highlighted = best in the row. Returns include dividends.