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SCOW and HAPS share 9.2% of their holdings.
| Side by side | PSCE | SCOW | AFSC | HAPS |
|---|---|---|---|---|
| Strategy | Sectors · Energy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.29% | 0.59% | 1.09% | 0.61% |
| Cost per year on $10k | $29 | $59 | $109 | $61 |
| Trailing 12-mo yield | 2.41% | 0.51% | 0.06% | 0.46% |
| Income per year on $10k | $241 | $51 | $6 | $46 |
| YTD | +42.7% | +21.7% | +22.8% | +22.2% |
| 1 year | +45.6% | +15.9% | +22.2% | +22.0% |
| 3 years · per year | +4.9% | — | — | +19.5% |
| 5 years · per year | +10.3% | — | — | — |
| Worst drop · 1Y | −16.2% | −9.6% | −10.3% | −10.0% |
| Volatility · 1Y | 26.8% | 16.1% | 18.5% | 15.5% |
| Holdings | 34 | 82 | 0 | 190 |
| Assets | $105M | $2M | $10M | $176M |
| Leverage | None | None | None | None |
| Since | 2010 | 2025 | 1997 | 2023 |
Highlighted = best in the row. Returns include dividends.