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| Side by side | PFM |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.52% |
| Cost per year on $10k | $52 |
| Trailing 12-mo yield | 1.28% |
| Income per year on $10k | $128 |
| YTD | +15.1% |
| 1 year | +15.7% |
| 3 years · per year | +19.5% |
| 5 years · per year | +10.9% |
| Worst drop · 1Y | −7.1% |
| Volatility · 1Y | 9.4% |
| Holdings | 429 |
| Assets | $820M |
| Leverage | None |
| Since | 2005 |
Highlighted = best in the row. Returns include dividends.