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RWJ and PSCC share 9.1% of their holdings.
| Side by side | RWJ | PSCC |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Consumer |
| Expense ratio | 0.39% | 0.29% |
| Cost per year on $10k | $39 | $29 |
| Trailing 12-mo yield | 1.09% | 1.82% |
| Income per year on $10k | $109 | $182 |
| YTD | +23.6% | +20.3% |
| 1 year | +27.4% | +19.9% |
| 3 years · per year | +22.0% | +5.1% |
| 5 years · per year | +9.0% | +3.2% |
| Worst drop · 1Y | −11.3% | −13.1% |
| Volatility · 1Y | 17.0% | 17.2% |
| Holdings | 600 | 30 |
| Assets | $2.1B | $38M |
| Leverage | None | None |
| Since | 2008 | 2010 |
Highlighted = best in the row. Returns include dividends.