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PGJ and EPEM share 4.2% of their holdings.
| Side by side | PGJ | PLGI | EPEM |
|---|---|---|---|
| Strategy | Thematic · China | Income · Covered calls | International · Emerging |
| Expense ratio | 0.70% | 1.25% | 0.84% |
| Cost per year on $10k | $70 | $125 | $84 |
| Trailing 12-mo yield | 2.02% | 0.50% | 3.06% |
| Income per year on $10k | $202 | $50 | $306 |
| YTD | −25.3% | +0.4% | +19.7% |
| 1 year | −31.6% | — | +22.4% |
| 3 years · per year | −2.3% | — | — |
| 5 years · per year | −12.7% | — | — |
| Worst drop · 1Y | −33.7% | — | −13.3% |
| Volatility · 1Y | 23.0% | — | 23.1% |
| Holdings | 66 | 187 | 42 |
| Assets | $76M | $57M | $8M |
| Leverage | None | None | None |
| Since | 2004 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.