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AVSC and PEZ share 2.4% of their holdings.
| Side by side | AVSC | PEZ |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Consumer |
| Expense ratio | 0.25% | 0.97% |
| Cost per year on $10k | $25 | $97 |
| Trailing 12-mo yield | 0.97% | 0.38% |
| Income per year on $10k | $97 | $38 |
| YTD | +23.6% | −3.1% |
| 1 year | +25.0% | +0.1% |
| 3 years · per year | +21.3% | +19.0% |
| 5 years · per year | — | +1.9% |
| Worst drop · 1Y | −8.1% | −15.8% |
| Volatility · 1Y | 15.6% | 19.7% |
| Holdings | 1,545 | 33 |
| Assets | $3.2B | $22M |
| Leverage | None | None |
| Since | 2022 | 2006 |
Highlighted = best in the row. Returns include dividends.