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PSC and BSVO share 18.6% of their holdings.
| Side by side | PSC | BSVO | CTEF |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | Income · Covered calls |
| Expense ratio | 0.38% | 0.45% | 0.45% |
| Cost per year on $10k | $38 | $45 | $45 |
| Trailing 12-mo yield | 0.59% | 1.22% | 0.06% |
| Income per year on $10k | $59 | $122 | $6 |
| YTD | +18.5% | +25.0% | +21.2% |
| 1 year | +21.5% | +32.4% | +22.8% |
| 3 years · per year | +22.1% | +20.8% | — |
| 5 years · per year | +8.6% | — | — |
| Worst drop · 1Y | −10.0% | −8.3% | −15.0% |
| Volatility · 1Y | 16.7% | 15.8% | 24.0% |
| Holdings | 487 | 0 | 0 |
| Assets | $2.7B | $2.5B | $606M |
| Leverage | None | None | None |
| Since | 2016 | 2010 | 2025 |
Highlighted = best in the row. Returns include dividends.