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DFSV and PFI share 3.9% of their holdings.
| Side by side | DFSV | PFI |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Financials |
| Expense ratio | 0.33% | 0.78% |
| Cost per year on $10k | $33 | $78 |
| Trailing 12-mo yield | 1.37% | 1.21% |
| Income per year on $10k | $137 | $121 |
| YTD | +21.8% | +2.9% |
| 1 year | +26.1% | +2.8% |
| 3 years · per year | +20.0% | +15.6% |
| 5 years · per year | — | +2.1% |
| Worst drop · 1Y | −9.4% | −13.9% |
| Volatility · 1Y | 14.7% | 18.6% |
| Holdings | 1,015 | 45 |
| Assets | $27.9B | $49M |
| Leverage | None | None |
| Since | 1993 | 2006 |
Highlighted = best in the row. Returns include dividends.