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PEJ and PBJ share 18.3% of their holdings.
| Side by side | PEJ | PBJ | DIVP | OAKG |
|---|---|---|---|---|
| Strategy | Unsorted | Unsorted | Income · Covered calls | International · Global |
| Expense ratio | 0.58% | 0.64% | 0.55% | 0.67% |
| Cost per year on $10k | $58 | $64 | $55 | $67 |
| Trailing 12-mo yield | 0.50% | 1.24% | 5.92% | 0.04% |
| Income per year on $10k | $50 | $124 | $592 | $4 |
| YTD | +9.7% | +6.5% | +14.0% | +4.4% |
| 1 year | +14.2% | +7.0% | +17.3% | — |
| 3 years · per year | +23.5% | +6.6% | — | — |
| 5 years · per year | +5.8% | +3.7% | — | — |
| Worst drop · 1Y | −10.8% | −11.2% | −6.3% | — |
| Volatility · 1Y | 18.5% | 13.4% | 10.4% | — |
| Holdings | 32 | 31 | 0 | 0 |
| Assets | $354M | $105M | $63M | $39M |
| Leverage | None | None | None | None |
| Since | 2005 | 2005 | 2024 | 2025 |
Highlighted = best in the row. Returns include dividends.