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PFI and VFH share 18.7% of their holdings.
| Side by side | PFI | VFH |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.78% | 0.09% |
| Cost per year on $10k | $78 | $9 |
| Trailing 12-mo yield | 1.21% | 1.70% |
| Income per year on $10k | $121 | $170 |
| YTD | +2.9% | +5.0% |
| 1 year | +2.8% | +9.1% |
| 3 years · per year | +15.6% | +23.4% |
| 5 years · per year | +2.1% | +9.0% |
| Worst drop · 1Y | −13.9% | −14.7% |
| Volatility · 1Y | 18.6% | 14.7% |
| Holdings | 45 | 404 |
| Assets | $49M | $13.9B |
| Leverage | None | None |
| Since | 2006 | 2004 |
Highlighted = best in the row. Returns include dividends.