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PSWD and WEPN share 14.8% of their holdings.
| Side by side | PSWD | BCDF | WEPN |
|---|---|---|---|
| Strategy | Thematic · Cyber & cloud | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.20% | 0.85% | 1.11% |
| Cost per year on $10k | $20 | $85 | $111 |
| Trailing 12-mo yield | 0.61% | 2.25% | 9.23% |
| Income per year on $10k | $61 | $225 | $923 |
| YTD | +35.4% | +12.3% | — |
| 1 year | +25.3% | +13.3% | — |
| 3 years · per year | +24.4% | +19.3% | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −21.6% | −14.0% | — |
| Volatility · 1Y | 31.7% | 14.8% | — |
| Holdings | 49 | 34 | 107 |
| Assets | $6M | $25M | $5M |
| Leverage | None | None | None |
| Since | 2023 | 2022 | 2026 |
Highlighted = best in the row. Returns include dividends.