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PSCU and ORBX share 4.9% of their holdings.
| Side by side | PRFZ | PSCU | ORBX |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Utilities | Thematic · Defense & space |
| Expense ratio | 0.36% | 0.29% | 0.50% |
| Cost per year on $10k | $36 | $29 | $50 |
| Trailing 12-mo yield | 0.84% | 0.84% | 0.00% |
| Income per year on $10k | $84 | $84 | $0 |
| YTD | +16.7% | +7.1% | — |
| 1 year | +18.9% | +3.8% | — |
| 3 years · per year | +21.4% | +10.0% | — |
| 5 years · per year | +8.0% | −0.2% | — |
| Worst drop · 1Y | −10.4% | −11.0% | — |
| Volatility · 1Y | 16.9% | 15.2% | — |
| Holdings | 1,483 | 35 | 36 |
| Assets | $2.7B | $17M | $35M |
| Leverage | None | None | None |
| Since | 2006 | 2010 | 2026 |
Highlighted = best in the row. Returns include dividends.