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UFO and PPA share 19.3% of their holdings.
| Side by side | UFO | PPA |
|---|---|---|
| Strategy | Thematic · Defense & space | Thematic · Defense & space |
| Expense ratio | 0.75% | 0.58% |
| Cost per year on $10k | $75 | $58 |
| Trailing 12-mo yield | 0.36% | 0.41% |
| Income per year on $10k | $36 | $41 |
| YTD | +8.1% | +3.9% |
| 1 year | +10.1% | +2.4% |
| 3 years · per year | +40.7% | +26.9% |
| 5 years · per year | +7.9% | +17.3% |
| Worst drop · 1Y | −42.0% | −17.3% |
| Volatility · 1Y | 40.7% | 21.4% |
| Holdings | 67 | 68 |
| Assets | $465M | $7.7B |
| Leverage | None | None |
| Since | 2019 | 2005 |
Highlighted = best in the row. Returns include dividends.