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EQTY and PVAL share 21.9% of their holdings.
| Side by side | PKW | EQTY | PVAL |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap | US Stock Styles · Value |
| Expense ratio | 0.63% | 0.99% | 0.56% |
| Cost per year on $10k | $63 | $99 | $56 |
| Trailing 12-mo yield | 0.64% | 0.02% | 0.87% |
| Income per year on $10k | $64 | $2 | $87 |
| YTD | +13.3% | +10.0% | +20.7% |
| 1 year | +18.3% | +15.1% | +28.0% |
| 3 years · per year | +22.3% | +20.1% | +26.2% |
| 5 years · per year | +10.6% | — | +16.0% |
| Worst drop · 1Y | −7.9% | −11.9% | −7.2% |
| Volatility · 1Y | 12.8% | 12.8% | 10.8% |
| Holdings | 286 | 0 | 45 |
| Assets | $1.8B | $1.4B | $15.5B |
| Leverage | None | None | None |
| Since | 2006 | 2011 | 2021 |
Highlighted = best in the row. Returns include dividends.