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PBW and TAN share 15.2% of their holdings.
| Side by side | PBW | TAN |
|---|---|---|
| Strategy | Thematic · Clean energy & EV | Thematic · Clean energy & EV |
| Expense ratio | 0.63% | 0.70% |
| Cost per year on $10k | $63 | $70 |
| Trailing 12-mo yield | 2.54% | 0.00% |
| Income per year on $10k | $254 | $0 |
| YTD | −12.5% | −11.8% |
| 1 year | −19.9% | −11.8% |
| 3 years · per year | +4.0% | +2.1% |
| 5 years · per year | −18.6% | −13.4% |
| Worst drop · 1Y | −47.1% | −45.6% |
| Volatility · 1Y | 43.0% | 38.3% |
| Holdings | 72 | 36 |
| Assets | $287M | $872M |
| Leverage | None | None |
| Since | 2005 | 2008 |
Highlighted = best in the row. Returns include dividends.