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OZEM and PEPT share 31.9% of their holdings.
| Side by side | OZEM | PEPT |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.59% | 0.65% |
| Cost per year on $10k | $59 | $65 |
| Trailing 12-mo yield | 1.35% | 0.00% |
| Income per year on $10k |
| $135 |
| $0 |
| YTD | −11.2% | — |
| 1 year | +10.6% | — |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −22.4% | — |
| Volatility · 1Y | 23.1% | — |
| Holdings | 29 | 35 |
| Assets | $56M | $2M |
| Leverage | None | None |
| Since | 2024 | 2026 |
Highlighted = best in the row. Returns include dividends.