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PEY and XSHD share 15.1% of their holdings.
| Side by side | PEY | XSHD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.68% | 0.30% |
| Cost per year on $10k | $68 | $30 |
| Trailing 12-mo yield | 4.31% | 5.06% |
| Income per year on $10k | $431 | $506 |
| YTD | +23.5% | +6.5% |
| 1 year | +20.3% | +4.7% |
| 3 years · per year | +15.0% | +4.2% |
| 5 years · per year | +8.1% | −4.7% |
| Worst drop · 1Y | −9.3% | −13.6% |
| Volatility · 1Y | 14.2% | 14.6% |
| Holdings | 50 | 57 |
| Assets | $1.1B | $64M |
| Leverage | None | None |
| Since | 2004 | 2016 |
Highlighted = best in the row. Returns include dividends.