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PGX and JPRF share 9.3% of their holdings.
| Side by side | PGX | JPRF |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.61% |
| Cost per year on $10k | $50 | $61 |
| Trailing 12-mo yield | 6.93% | 1.94% |
| Income per year on $10k | $693 | $194 |
| YTD | −8.0% | — |
| 1 year | −9.1% | — |
| 3 years · per year | +4.6% | — |
| 5 years · per year | −2.5% | — |
| Worst drop · 1Y | −11.0% | — |
| Volatility · 1Y | 6.1% | — |
| Holdings | 275 | 199 |
| Assets | $3.5B | $2.2B |
| Leverage | None | None |
| Since | 2008 | 2022 |
Highlighted = best in the row. Returns include dividends.