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PJFM and BRSM share 4.7% of their holdings.
| Side by side | PEZ | PJFM | BRSM |
|---|---|---|---|
| Strategy | Sectors · Consumer | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.97% | 0.49% | 0.38% |
| Cost per year on $10k | $97 | $49 | $38 |
| Trailing 12-mo yield | 0.38% | 0.58% | 0.00% |
| Income per year on $10k | $38 | $58 | $0 |
| YTD | −3.1% | +7.6% | — |
| 1 year | +0.1% | +11.2% | — |
| 3 years · per year | +19.0% | — | — |
| 5 years · per year | +1.9% | — | — |
| Worst drop · 1Y | −15.8% | −10.8% | — |
| Volatility · 1Y | 19.7% | 17.2% | — |
| Holdings | 33 | 0 | 0 |
| Assets | $22M | $20M | $28M |
| Leverage | None | None | None |
| Since | 2006 | 2023 | 2026 |
Highlighted = best in the row. Returns include dividends.