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PSP and MVFD share 4.9% of their holdings.
| Side by side | PSP | MVFD |
|---|---|---|
| Strategy | International · Global | Income · Dividend stocks |
| Expense ratio | 1.75% | 1.10% |
| Cost per year on $10k | $175 | $110 |
| Trailing 12-mo yield | 5.20% | 1.30% |
| Income per year on $10k | $520 | $130 |
| YTD | −7.4% | +22.0% |
| 1 year | −5.6% | +25.0% |
| 3 years · per year | +15.2% | — |
| 5 years · per year | −0.4% | — |
| Worst drop · 1Y | −22.1% | −9.1% |
| Volatility · 1Y | 21.2% | 14.6% |
| Holdings | 66 | 42 |
| Assets | $211M | $142M |
| Leverage | None | None |
| Since | 2006 | 2024 |
Highlighted = best in the row. Returns include dividends.