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PKW and EQTY share 9.4% of their holdings.
| Side by side | PKW | EQTY |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.63% | 0.99% |
| Cost per year on $10k | $63 | $99 |
| Trailing 12-mo yield | 0.64% | 0.02% |
| Income per year on $10k | $64 | $2 |
| YTD | +13.3% | +10.0% |
| 1 year | +18.3% | +15.1% |
| 3 years · per year | +22.3% | +20.1% |
| 5 years · per year | +10.6% | — |
| Worst drop · 1Y | −7.9% | −11.9% |
| Volatility · 1Y | 12.8% | 12.8% |
| Holdings | 286 | 0 |
| Assets | $1.8B | $1.4B |
| Leverage | None | None |
| Since | 2006 | 2011 |
Highlighted = best in the row. Returns include dividends.