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PUI and BILT share 25.1% of their holdings.
| Side by side | PUI | BILT |
|---|---|---|
| Strategy | Sectors · Utilities | Thematic · Infrastructure |
| Expense ratio | 0.82% | 0.60% |
| Cost per year on $10k | $82 | $60 |
| Trailing 12-mo yield | 2.18% | 5.80% |
| Income per year on $10k | $218 | $580 |
| YTD | +3.3% | +9.6% |
| 1 year | −3.3% | +9.8% |
| 3 years · per year | +16.3% | — |
| 5 years · per year | +7.7% | — |
| Worst drop · 1Y | −15.1% | −12.6% |
| Volatility · 1Y | 15.1% | 11.9% |
| Holdings | 38 | 62 |
| Assets | $50M | $121M |
| Leverage | None | None |
| Since | 2005 | 2025 |
Highlighted = best in the row. Returns include dividends.