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AEMC and TCAL share 4.6% of their holdings.
| Side by side | TBLU | AEMC | TCAL |
|---|---|---|---|
| Strategy | International · Global | US Stock Styles · Mid cap | Income · Premium income |
| Expense ratio | 0.40% | 0.35% | 0.34% |
| Cost per year on $10k | $40 | $35 | $34 |
| Trailing 12-mo yield | 3.43% | 0.00% | 11.66% |
| Income per year on $10k | $343 | $0 | $1,166 |
| YTD | +3.1% | — | +7.8% |
| 1 year | +1.3% | — | +8.5% |
| 3 years · per year | +14.7% | — | — |
| 5 years · per year | +3.7% | — | — |
| Worst drop · 1Y | −13.3% | — | −7.0% |
| Volatility · 1Y | 15.6% | — | 10.1% |
| Holdings | 23 | 111 | 70 |
| Assets | $57M | $2M | $319M |
| Leverage | None | None | None |
| Since | 2017 | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.