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TOLZ and PZLV share 3.8% of their holdings.
| Side by side | TOLZ | PZLV |
|---|---|---|
| Strategy | Thematic · Infrastructure | US Stock Styles · Value |
| Expense ratio | 0.46% | 0.60% |
| Cost per year on $10k | $46 | $60 |
| Trailing 12-mo yield | 3.05% | 0.00% |
| Income per year on $10k | $305 | $0 |
| YTD | +12.4% | — |
| 1 year | +15.8% | — |
| 3 years · per year | +17.4% | — |
| 5 years · per year | +8.2% | — |
| Worst drop · 1Y | −10.5% | — |
| Volatility · 1Y | 11.3% | — |
| Holdings | 116 | 0 |
| Assets | $173M | $72M |
| Leverage | None | None |
| Since | 2014 | 2026 |
Highlighted = best in the row. Returns include dividends.