Loading…
PEZ and PSCD share 13.0% of their holdings.
| Side by side | PEZ | PSCD |
|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.97% | 0.29% |
| Cost per year on $10k | $97 | $29 |
| Trailing 12-mo yield | 0.38% | 1.00% |
| Income per year on $10k | $38 | $100 |
| YTD | −3.1% | +10.3% |
| 1 year | +0.1% | +4.4% |
| 3 years · per year | +19.0% | +13.9% |
| 5 years · per year | +1.9% | +1.7% |
| Worst drop · 1Y | −15.8% | −14.2% |
| Volatility · 1Y | 19.7% | 23.5% |
| Holdings | 33 | 88 |
| Assets | $22M | $24M |
| Leverage | None | None |
| Since | 2006 | 2010 |
Highlighted = best in the row. Returns include dividends.