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PWRD and CTEC share 11.6% of their holdings.
| Side by side | PWRD | PAVE | PDP | CTEC |
|---|---|---|---|---|
| Strategy | Unsorted | Thematic · Infrastructure | US Stock Styles · Factor | Unsorted |
| Expense ratio | 0.75% | 0.47% | 0.62% | 0.50% |
| Cost per year on $10k | $75 | $47 | $62 | $50 |
| Trailing 12-mo yield | 0.06% | 0.79% | 0.00% | 0.69% |
| Income per year on $10k | $6 | $79 | $0 | $69 |
| YTD | +4.7% | +14.2% | +17.9% | −2.5% |
| 1 year | −0.8% | +13.8% | +12.7% | −11.3% |
| 3 years · per year | +26.4% | +24.6% | +22.6% | +3.7% |
| 5 years · per year | — | +15.7% | +7.8% | −12.2% |
| Worst drop · 1Y | −23.3% | −13.8% | −17.6% | −36.2% |
| Volatility · 1Y | 29.2% | 20.4% | 26.5% | 38.1% |
| Holdings | 28 | 98 | 101 | 40 |
| Assets | $1.5B | $13.8B | $1.4B | $22M |
| Leverage | None | None | None | None |
| Since | 2022 | 2017 | 2007 | 2020 |
Highlighted = best in the row. Returns include dividends.