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| Side by side | PEY |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.68% |
| Cost per year on $10k | $68 |
| Trailing 12-mo yield | 4.23% |
| Income per year on $10k | $423 |
| YTD | +26.0% |
| 1 year | +25.7% |
| 3 years · per year | +15.8% |
| 5 years · per year | +8.4% |
| Worst drop · 1Y | −9.3% |
| Volatility · 1Y | 14.1% |
| Holdings | 50 |
| Assets | $1.1B |
| Leverage | None |
| Since | 2004 |
Highlighted = best in the row. Returns include dividends.