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PBD and LIT share 4.0% of their holdings.
| Side by side | PBD | LIT |
|---|---|---|
| Strategy | Thematic · Clean energy & EV | Thematic · Clean energy & EV |
| Expense ratio | 0.75% | 0.75% |
| Cost per year on $10k | $75 | $75 |
| Trailing 12-mo yield | 1.69% | 0.84% |
| Income per year on $10k | $169 | $84 |
| YTD | −4.4% | −7.0% |
| 1 year | −6.6% | −4.3% |
| 3 years · per year | +6.9% | +8.8% |
| 5 years · per year | −10.7% | −7.3% |
| Worst drop · 1Y | −32.7% | −34.4% |
| Volatility · 1Y | 26.0% | 30.4% |
| Holdings | 110 | 41 |
| Assets | $97M | $1.1B |
| Leverage | None | None |
| Since | 2007 | 2010 |
Highlighted = best in the row. Returns include dividends.