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LBO and PSP share 28.9% of their holdings.
| Side by side | LBO | PSP |
|---|---|---|
| Strategy | Unsorted | International · Global |
| Expense ratio | 6.53% | 1.75% |
| Cost per year on $10k | $653 | $175 |
| Trailing 12-mo yield | 6.18% | 5.20% |
| Income per year on $10k | $618 | $520 |
| YTD | −8.4% | −7.4% |
| 1 year | −3.6% | −5.6% |
| 3 years · per year | — | +15.2% |
| 5 years · per year | — | −0.4% |
| Worst drop · 1Y | −25.1% | −22.1% |
| Volatility · 1Y | 23.4% | 21.2% |
| Holdings | 0 | 66 |
| Assets | $7M | $211M |
| Leverage | None | None |
| Since | 2023 | 2006 |
Highlighted = best in the row. Returns include dividends.