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PBPH and TVAL share 6.5% of their holdings.
| Side by side | PBPH | TVAL |
|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Value |
| Expense ratio | 0.13% | 0.33% |
| Cost per year on $10k | $13 | $33 |
| Trailing 12-mo yield | 0.07% | 0.92% |
| Income per year on $10k |
| $7 |
| $92 |
| YTD | +21.9% | +25.3% |
| 1 year | — | +29.1% |
| 3 years · per year | — | +23.0% |
| 5 years · per year | — | — |
| Worst drop · 1Y | — | −7.2% |
| Volatility · 1Y | — | 10.6% |
| Holdings | 0 | 148 |
| Assets | $1.1B | $1.1B |
| Leverage | None | None |
| Since | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.