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UTES and FPWR share 29.6% of their holdings.
| Side by side | UTES | LOPP | FPWR |
|---|---|---|---|
| Strategy | Sectors · Utilities | Unsorted | Unsorted |
| Expense ratio | 0.49% | 0.90% | 0.96% |
| Cost per year on $10k | $49 | $90 | $96 |
| Trailing 12-mo yield | 1.60% | 0.76% | 2.08% |
| Income per year on $10k | $160 | $76 | $208 |
| YTD | −1.9% | +9.2% | +15.0% |
| 1 year | −7.7% | +9.7% | +13.8% |
| 3 years · per year | +24.5% | +19.3% | +21.1% |
| 5 years · per year | +14.0% | +6.1% | +11.6% |
| Worst drop · 1Y | −17.6% | −11.8% | −9.3% |
| Volatility · 1Y | 22.4% | 17.1% | 11.5% |
| Holdings | 198 | 0 | 60 |
| Assets | $1.1B | $15M | $33M |
| Leverage | None | None | None |
| Since | 2015 | 2021 | 2019 |
Highlighted = best in the row. Returns include dividends.