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PWRD and CTEC share 11.6% of their holdings.
| Side by side | PWRD | PDP | CTEC |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Factor | Unsorted |
| Expense ratio | 0.75% | 0.62% | 0.50% |
| Cost per year on $10k | $75 | $62 | $50 |
| Trailing 12-mo yield | 0.06% | 0.00% | 0.70% |
| Income per year on $10k | $6 | $0 | $70 |
| YTD | +0.4% | +12.0% | −4.6% |
| 1 year | −5.2% | +8.0% | −13.4% |
| 3 years · per year | +25.0% | +21.3% | +4.2% |
| 5 years · per year | — | +6.5% | −12.8% |
| Worst drop · 1Y | −23.3% | −17.6% | −36.2% |
| Volatility · 1Y | 29.2% | 26.7% | 38.1% |
| Holdings | 28 | 101 | 40 |
| Assets | $1.4B | $1.4B | $21M |
| Leverage | None | None | None |
| Since | 2022 | 2007 | 2020 |
Highlighted = best in the row. Returns include dividends.