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PKB and FSCS share 3.1% of their holdings.
| Side by side | PKB | FSCS |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.57% | 0.60% |
| Cost per year on $10k | $57 | $60 |
| Trailing 12-mo yield | 0.20% | 1.21% |
| Income per year on $10k | $20 | $121 |
| YTD | −0.9% | +6.8% |
| 1 year | −4.1% | +9.1% |
| 3 years · per year | +25.3% | +14.4% |
| 5 years · per year | +12.8% | +6.2% |
| Worst drop · 1Y | −25.0% | −7.8% |
| Volatility · 1Y | 24.9% | 11.8% |
| Holdings | 31 | 100 |
| Assets | $259M | $61M |
| Leverage | None | None |
| Since | 2005 | 2017 |
Highlighted = best in the row. Returns include dividends.