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| Side by side | SURI |
|---|---|
| Strategy | Unsorted |
| Expense ratio | 2.82% |
| Cost per year on $10k | $282 |
| Trailing 12-mo yield | 15.78% |
| Income per year on $10k | $1,578 |
| YTD | +16.5% |
| 1 year | +17.5% |
| 3 years · per year | +14.3% |
| 5 years · per year | — |
| Worst drop · 1Y | −16.4% |
| Volatility · 1Y | 21.0% |
| Holdings | 19 |
| Assets | $75M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.