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| Side by side | PSET | USMV |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.15% | 0.15% |
| Cost per year on $10k | $15 | $15 |
| Trailing 12-mo yield | 0.76% | 1.37% |
| Income per year on $10k | $76 | $137 |
| YTD | +5.2% | +10.7% |
| 1 year | +4.5% | +11.1% |
| 3 years · per year | +14.6% | +14.6% |
| 5 years · per year | +8.5% | +7.7% |
| Worst drop · 1Y | −12.9% | −6.5% |
| Volatility · 1Y | 12.8% | 8.7% |
| Holdings | 72 | 174 |
| Assets | $26M | $24.1B |
| Leverage | None | None |
| Since | 2016 | 2011 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.