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RZV and FSCC share 7.5% of their holdings.
| Side by side | PEJ | RZV | FSCC |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.58% | 0.35% | 0.50% |
| Cost per year on $10k | $58 | $35 | $50 |
| Trailing 12-mo yield | 0.50% | 1.40% | 0.24% |
| Income per year on $10k | $50 | $140 | $24 |
| YTD | +10.3% | +24.4% | +13.2% |
| 1 year | +16.8% | +27.5% | +14.5% |
| 3 years · per year | +24.8% | +22.0% | — |
| 5 years · per year | +6.0% | +9.5% | — |
| Worst drop · 1Y | −10.8% | −12.6% | −11.4% |
| Volatility · 1Y | 18.6% | 18.4% | 18.1% |
| Holdings | 31 | 157 | 309 |
| Assets | $363M | $285M | $449M |
| Leverage | None | None | None |
| Since | 2005 | 2006 | 2024 |
Highlighted = best in the row. Returns include dividends.