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ACES and PWRZ share 13.8% of their holdings.
| Side by side | BKGI | FLHY | ACES | PWRZ |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · High yield | Thematic · Clean energy & EV | Thematic · Infrastructure |
| Expense ratio | 0.65% | 0.40% | 0.55% | 0.75% |
| Cost per year on $10k | $65 | $40 | $55 | $75 |
| Trailing 12-mo yield | 3.05% | 6.72% | 0.71% | 1.70% |
| Income per year on $10k | $305 | $672 | $71 | $170 |
| YTD | +7.5% | +1.2% | −18.7% | — |
| 1 year | +10.1% | +2.4% | −25.1% | — |
| 3 years · per year | +22.6% | +9.1% | −4.5% | — |
| 5 years · per year | — | +4.3% | −17.6% | — |
| Worst drop · 1Y | −10.5% | −3.1% | −40.5% | — |
| Volatility · 1Y | 11.8% | 3.9% | 33.6% | — |
| Holdings | 37 | 291 | 37 | 24 |
| Assets | $1.9B | $1.2B | $90M | $12M |
| Leverage | None | None | None | None |
| Since | 2022 | 2018 | 2018 | 2022 |
Highlighted = best in the row. Returns include dividends.