TRUI vs SHPP
YTD[…]Year to dateJan 1 → Nov 3+20.8%
[…]1 yearTotal return+23.9%
0.10%Expense ratio$10 · $60 on $10k · lower wins0.60%
0.32%12-mo yield$32 · $300 on $10k3.00%
[…]Worst dropSmaller wins−11.1%
[…]VolatilityLower wins15.5%
1–1Level
$10,000 · since Jan 1One scale
Shared top holdingsTRUI · SHPP
3.4%UNP9.4%
1.8%CSX5.0%
1.5%UPS4.3%
1.4%NSC4.0%
Held in common12.3%
End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two