Loading…
SCOW and HAPS share 9.2% of their holdings.
| Side by side | PSCE | SCOW | HAPS |
|---|---|---|---|
| Strategy | Sectors · Energy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.29% | 0.59% | 0.61% |
| Cost per year on $10k | $29 | $59 | $61 |
| Trailing 12-mo yield | 2.55% | 0.51% | 0.47% |
| Income per year on $10k | $255 | $51 | $47 |
| YTD | +34.9% | +22.1% | +20.6% |
| 1 year | +36.4% | +21.5% | +23.6% |
| 3 years · per year | +3.7% | — | +19.6% |
| 5 years · per year | +8.0% | — | — |
| Worst drop · 1Y | −16.2% | −8.0% | −10.0% |
| Volatility · 1Y | 27.6% | 15.7% | 15.4% |
| Holdings | 34 | 82 | 190 |
| Assets | $106M | $2M | $173M |
| Leverage | None | None | None |
| Since | 2010 | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.