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FYX and PEZ share 1.3% of their holdings.
| Side by side | FYX | PEZ |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Consumer |
| Expense ratio | 0.58% | 0.97% |
| Cost per year on $10k | $58 | $97 |
| Trailing 12-mo yield | 1.09% | 0.38% |
| Income per year on $10k | $109 | $38 |
| YTD | +24.2% | −2.4% |
| 1 year | +29.2% | +4.1% |
| 3 years · per year | +24.1% | +20.0% |
| 5 years · per year | +8.9% | +1.8% |
| Worst drop · 1Y | −8.8% | −15.8% |
| Volatility · 1Y | 16.2% | 19.7% |
| Holdings | 525 | 33 |
| Assets | $1.4B | $22M |
| Leverage | None | None |
| Since | 2007 | 2006 |
Highlighted = best in the row. Returns include dividends.