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PCPP and KBWP share 9.7% of their holdings.
| Side by side | PCPP | KBWP |
|---|---|---|
| Strategy | Unsorted | Sectors · Financials |
| Expense ratio | 0.75% | 0.35% |
| Cost per year on $10k | $75 | $35 |
| Trailing 12-mo yield | 0.00% | 1.78% |
| Income per year on $10k | $0 | $178 |
| YTD | — | +9.5% |
| 1 year | — | +21.4% |
| 3 years · per year | — | +18.8% |
| 5 years · per year | — | +13.7% |
| Worst drop · 1Y | — | −12.0% |
| Volatility · 1Y | — | 18.0% |
| Holdings | 32 | 25 |
| Assets | $32M | $294M |
| Leverage | None | None |
| Since | 2026 | 2010 |
Highlighted = best in the row. Returns include dividends.