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PKW and IMCG share 4.7% of their holdings.
| Side by side | PKW | IMCG |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.63% | 0.06% |
| Cost per year on $10k | $63 | $6 |
| Trailing 12-mo yield | 0.64% | 0.65% |
| Income per year on $10k | $64 | $65 |
| YTD | +13.0% | +20.3% |
| 1 year | +13.4% | +16.0% |
| 3 years · per year | +21.6% | +21.1% |
| 5 years · per year | +10.6% | +6.2% |
| Worst drop · 1Y | −7.9% | −10.2% |
| Volatility · 1Y | 13.1% | 17.3% |
| Holdings | 286 | 259 |
| Assets | $1.8B | $4.1B |
| Leverage | None | None |
| Since | 2006 | 2004 |
Highlighted = best in the row. Returns include dividends.