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UPGR and TCAL share 5.9% of their holdings.
| Side by side | UPGR | TCAL |
|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Premium income |
| Expense ratio | 0.35% | 0.34% |
| Cost per year on $10k | $35 | $34 |
| Trailing 12-mo yield |
| 3.01% |
| 11.66% |
| Income per year on $10k | $301 | $1,166 |
| YTD | −10.9% | +7.8% |
| 1 year | −14.4% | +8.5% |
| 3 years · per year | +6.9% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −31.1% | −7.0% |
| Volatility · 1Y | 30.9% | 10.1% |
| Holdings | 49 | 70 |
| Assets | $1M | $319M |
| Leverage | None | None |
| Since | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.