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WELD and UPGR share 5.1% of their holdings.
| Side by side | WELD | UPGR |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Thematic · Infrastructure |
| Expense ratio | 0.75% | 0.35% |
| Cost per year on $10k | $75 | $35 |
| Trailing 12-mo yield | 0.25% | 3.01% |
| Income per year on $10k | $25 | $301 |
| YTD | +16.9% | −11.2% |
| 1 year | +16.4% | −15.4% |
| 3 years · per year | +25.6% | +6.4% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −21.6% | −31.1% |
| Volatility · 1Y | 28.3% | 30.9% |
| Holdings | 22 | 49 |
| Assets | $249M | $1M |
| Leverage | None | None |
| Since | 2023 | 2023 |
Highlighted = best in the row. Returns include dividends.