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PFI and FMKT share 9.4% of their holdings.
| Side by side | PFI | FMKT |
|---|---|---|
| Strategy | Sectors · Financials | Unsorted |
| Expense ratio | 0.78% | 0.75% |
| Cost per year on $10k | $78 | $75 |
| Trailing 12-mo yield | 1.23% | 2.19% |
| Income per year on $10k | $123 | $219 |
| YTD | +1.3% | −2.0% |
| 1 year | +4.1% | −7.1% |
| 3 years · per year | +15.1% | — |
| 5 years · per year | +1.5% | — |
| Worst drop · 1Y | −13.9% | −14.8% |
| Volatility · 1Y | 18.6% | 19.0% |
| Holdings | 45 | 0 |
| Assets | $48M | $10M |
| Leverage | None | None |
| Since | 2006 | 2025 |
Highlighted = best in the row. Returns include dividends.