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PXJ and JPSE share 3.5% of their holdings.
| Side by side | PXJ | JPSE |
|---|---|---|
| Strategy | Sectors · Energy | US Stock Styles · Small cap |
| Expense ratio | 0.77% | 0.29% |
| Cost per year on $10k | $77 | $29 |
| Trailing 12-mo yield | 2.79% | 1.43% |
| Income per year on $10k | $279 | $143 |
| YTD | +54.1% | +16.3% |
| 1 year | +52.5% | +18.1% |
| 3 years · per year | +17.7% | +17.7% |
| 5 years · per year | +20.5% | +6.6% |
| Worst drop · 1Y | −18.4% | −8.0% |
| Volatility · 1Y | 26.8% | 14.2% |
| Holdings | 31 | 543 |
| Assets | $139M | $576M |
| Leverage | None | None |
| Since | 2005 | 2016 |
Highlighted = best in the row. Returns include dividends.