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PSCE and HAPS share 5.5% of their holdings.
| Side by side | PSCE | HAPS |
|---|---|---|
| Strategy | Sectors · Energy | US Stock Styles · Small cap |
| Expense ratio | 0.29% | 0.61% |
| Cost per year on $10k | $29 | $61 |
| Trailing 12-mo yield | 2.41% | 0.46% |
| Income per year on $10k | $241 | $46 |
| YTD | +42.7% | +22.2% |
| 1 year | +45.6% | +22.0% |
| 3 years · per year | +4.9% | +19.5% |
| 5 years · per year | +10.3% | — |
| Worst drop · 1Y | −16.2% | −10.0% |
| Volatility · 1Y | 26.8% | 15.5% |
| Holdings | 34 | 190 |
| Assets | $105M | $176M |
| Leverage | None | None |
| Since | 2010 | 2023 |
Highlighted = best in the row. Returns include dividends.