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PWRD and CTEC share 11.6% of their holdings.
| Side by side | PWRD | PAVE | CTEC |
|---|---|---|---|
| Strategy | Unsorted | Thematic · Infrastructure | Unsorted |
| Expense ratio | 0.75% | 0.47% | 0.50% |
| Cost per year on $10k | $75 | $47 | $50 |
| Trailing 12-mo yield | 0.06% | 0.79% | 0.70% |
| Income per year on $10k | $6 | $79 | $70 |
| YTD | +0.4% | +14.1% | −4.6% |
| 1 year | −5.2% | +14.3% | −13.4% |
| 3 years · per year | +25.0% | +25.0% | +4.2% |
| 5 years · per year | — | +15.3% | −12.8% |
| Worst drop · 1Y | −23.3% | −13.8% | −36.2% |
| Volatility · 1Y | 29.2% | 20.6% | 38.1% |
| Holdings | 28 | 98 | 40 |
| Assets | $1.4B | $13.9B | $21M |
| Leverage | None | None | None |
| Since | 2022 | 2017 | 2020 |
Highlighted = best in the row. Returns include dividends.