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PKW and IYF share 20.9% of their holdings.
| Side by side | PKW | IYF | PVAL |
|---|---|---|---|
| Strategy | Unsorted | Sectors · Financials | US Stock Styles · Value |
| Expense ratio | 0.63% | 0.37% | 0.56% |
| Cost per year on $10k | $63 | $37 | $56 |
| Trailing 12-mo yield | 0.64% | 1.47% | 0.87% |
| Income per year on $10k | $64 | $147 | $87 |
| YTD | +13.0% | +3.7% | +21.2% |
| 1 year | +13.4% | +9.1% | +27.9% |
| 3 years · per year | +21.6% | +24.2% | +26.1% |
| 5 years · per year | +10.6% | +10.0% | +16.3% |
| Worst drop · 1Y | −7.9% | −13.9% | −7.2% |
| Volatility · 1Y | 13.1% | 14.4% | 10.8% |
| Holdings | 286 | 143 | 45 |
| Assets | $1.8B | $3.8B | $15.3B |
| Leverage | None | None | None |
| Since | 2006 | 2000 | 2021 |
Highlighted = best in the row. Returns include dividends.