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PEJ and ACMG share 4.9% of their holdings.
| Side by side | PEJ | ACMG |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.58% | 0.39% |
| Cost per year on $10k | $58 | $39 |
| Trailing 12-mo yield | 0.50% | 0.11% |
| Income per year on $10k | $50 | $11 |
| YTD | +10.3% | — |
| 1 year | +16.8% | — |
| 3 years · per year | +24.8% | — |
| 5 years · per year | +6.0% | — |
| Worst drop · 1Y | −10.8% | — |
| Volatility · 1Y | 18.6% | — |
| Holdings | 31 | 37 |
| Assets | $363M | $100M |
| Leverage | None | None |
| Since | 2005 | 2020 |
Highlighted = best in the row. Returns include dividends.