Loading…
PFM and VIG share 84.2% of their holdings.
| Side by side | PFM | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.52% | 0.04% |
| Cost per year on $10k | $52 | $4 |
| Trailing 12-mo yield | 1.28% | 1.46% |
| Income per year on $10k | $128 | $146 |
| YTD | +15.1% | +14.7% |
| 1 year | +15.7% | +15.3% |
| 3 years · per year | +19.5% | +19.6% |
| 5 years · per year | +10.9% | +10.9% |
| Worst drop · 1Y | −7.1% | −7.9% |
| Volatility · 1Y | 9.4% | 10.0% |
| Holdings | 429 | 338 |
| Assets | $820M | $128B |
| Leverage | None | None |
| Since | 2005 | 2006 |
Highlighted = best in the row. Returns include dividends.