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IPO and ACMG share 5.9% of their holdings.
| Side by side | PEJ | IPO | ACMG |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.58% | 0.60% | 0.39% |
| Cost per year on $10k | $58 | $60 | $39 |
| Trailing 12-mo yield | 0.50% | 0.13% | 0.11% |
| Income per year on $10k | $50 | $13 | $11 |
| YTD | +10.3% | +1.6% | — |
| 1 year | +16.8% | −2.7% | — |
| 3 years · per year | +24.8% | +16.5% | — |
| 5 years · per year | +6.0% | −7.7% | — |
| Worst drop · 1Y | −10.8% | −22.2% | — |
| Volatility · 1Y | 18.6% | 33.2% | — |
| Holdings | 31 | 54 | 37 |
| Assets | $363M | $130M | $100M |
| Leverage | None | None | None |
| Since | 2005 | 2013 | 2020 |
Highlighted = best in the row. Returns include dividends.