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PFF and PSK share 35.4% of their holdings.
| Side by side | PFF | VRP | PSK |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted | Unsorted |
| Expense ratio | 0.45% | 0.50% | 0.45% |
| Cost per year on $10k | $45 | $50 | $45 |
| Trailing 12-mo yield | 5.69% | 5.94% | 7.60% |
| Income per year on $10k | $569 | $594 | $760 |
| YTD | −3.5% | +0.5% | −7.3% |
| 1 year | −4.4% | +0.8% | −9.6% |
| 3 years · per year | +6.1% | +8.9% | +3.3% |
| 5 years · per year | −0.3% | +3.7% | −2.4% |
| Worst drop · 1Y | −7.3% | −2.9% | −10.2% |
| Volatility · 1Y | 7.7% | 3.0% | 6.2% |
| Holdings | 453 | 366 | 165 |
| Assets | $11.8B | $3.0B | $615M |
| Leverage | None | None | None |
| Since | 2007 | 2014 | 2009 |
Highlighted = best in the row. Returns include dividends.