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PSCI and NBSM share 7.4% of their holdings.
| Side by side | PSCI | PJSM | NBSM |
|---|---|---|---|
| Strategy | Sectors · Industrials | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.29% | 0.29% | 0.75% |
| Cost per year on $10k | $29 | $29 | $75 |
| Trailing 12-mo yield | 1.43% | 0.00% | 0.35% |
| Income per year on $10k | $143 | $0 | $35 |
| YTD | +11.6% | — | +15.6% |
| 1 year | +14.8% | — | +17.2% |
| 3 years · per year | +22.1% | — | — |
| 5 years · per year | +12.8% | — | — |
| Worst drop · 1Y | −14.9% | — | −10.1% |
| Volatility · 1Y | 20.9% | — | 14.3% |
| Holdings | 95 | 259 | 67 |
| Assets | $166M | $6M | $113M |
| Leverage | None | None | None |
| Since | 2010 | 2026 | 2024 |
Highlighted = best in the row. Returns include dividends.