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PBD and PBW share 19.4% of their holdings.
| Side by side | PBD | PBW |
|---|---|---|
| Strategy | Thematic · Clean energy & EV | Thematic · Clean energy & EV |
| Expense ratio | 0.75% | 0.63% |
| Cost per year on $10k | $75 | $63 |
| Trailing 12-mo yield | 1.67% | 2.54% |
| Income per year on $10k | $167 | $254 |
| YTD | −3.5% | −12.5% |
| 1 year | −6.3% | −19.9% |
| 3 years · per year | +7.7% | +4.0% |
| 5 years · per year | −10.5% | −18.6% |
| Worst drop · 1Y | −32.7% | −47.1% |
| Volatility · 1Y | 26.1% | 43.0% |
| Holdings | 110 | 72 |
| Assets | $97M | $287M |
| Leverage | None | None |
| Since | 2007 | 2005 |
Highlighted = best in the row. Returns include dividends.