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ACES and UPGR share 30.9% of their holdings.
| Side by side | ACES | SIMS | UPGR |
|---|---|---|---|
| Strategy | Thematic · Clean energy & EV | US Stock Styles · Large cap | Thematic · Infrastructure |
| Expense ratio | 0.55% | 0.45% | 0.35% |
| Cost per year on $10k | $55 | $45 | $35 |
| Trailing 12-mo yield | 0.70% | 0.56% | 3.01% |
| Income per year on $10k | $70 | $56 | $301 |
| YTD | −17.3% | +7.6% | −10.9% |
| 1 year | −21.4% | −3.6% | −14.4% |
| 3 years · per year | −3.4% | +16.8% | +6.9% |
| 5 years · per year | −17.7% | +0.4% | — |
| Worst drop · 1Y | −40.5% | −15.6% | −31.1% |
| Volatility · 1Y | 33.7% | 23.0% | 30.9% |
| Holdings | 37 | 53 | 49 |
| Assets | $87M | $8M | $1M |
| Leverage | None | None | None |
| Since | 2018 | 2017 | 2023 |
Highlighted = best in the row. Returns include dividends.