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BSVO and PRFZ share 15.8% of their holdings.
| Side by side | BSVO | PRFZ |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Large cap |
| Expense ratio | 0.45% | 0.36% |
| Cost per year on $10k | $45 | $36 |
| Trailing 12-mo yield | 1.22% | 0.84% |
| Income per year on $10k | $122 | $84 |
| YTD | +25.0% | +16.7% |
| 1 year | +32.4% | +18.9% |
| 3 years · per year | +20.8% | +21.4% |
| 5 years · per year | — | +8.0% |
| Worst drop · 1Y | −8.3% | −10.4% |
| Volatility · 1Y | 15.8% | 16.9% |
| Holdings | 0 | 1,483 |
| Assets | $2.5B | $2.7B |
| Leverage | None | None |
| Since | 2010 | 2006 |
Highlighted = best in the row. Returns include dividends.