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BLUI and AESR share 4.3% of their holdings.
| Side by side | BLUI | AESR |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.80% | 0.97% |
| Cost per year on $10k | $80 | $97 |
| Trailing 12-mo yield | 5.65% | 19.97% |
| Income per year on $10k | $565 | $1,997 |
| YTD | +2.9% | +15.3% |
| 1 year | +3.2% | +13.4% |
| 3 years · per year | — | +25.6% |
| 5 years · per year | — | +12.4% |
| Worst drop · 1Y | −3.7% | −9.8% |
| Volatility · 1Y | 4.1% | 19.6% |
| Holdings | 7 | 9 |
| Assets | $121M | $253M |
| Leverage | None | None |
| Since | 2025 | 2019 |
Highlighted = best in the row. Returns include dividends.