Loading…
UTES and LOPP share 5.1% of their holdings.
| Side by side | UTES | LOPP |
|---|---|---|
| Strategy | Sectors · Utilities | Unsorted |
| Expense ratio | 0.49% | 0.90% |
| Cost per year on $10k | $49 | $90 |
| Trailing 12-mo yield | 1.61% | 0.76% |
| Income per year on $10k | $161 | $76 |
| YTD | −2.3% | +9.6% |
| 1 year | −7.6% | +9.9% |
| 3 years · per year | +23.8% | +19.7% |
| 5 years · per year | +13.8% | +6.2% |
| Worst drop · 1Y | −17.6% | −11.8% |
| Volatility · 1Y | 22.4% | 17.2% |
| Holdings | 198 | 0 |
| Assets | $1.2B | $14M |
| Leverage | None | None |
| Since | 2015 | 2021 |
Highlighted = best in the row. Returns include dividends.