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PGF and PSK share 46.0% of their holdings.
| Side by side | PGF | PSK | CSPF |
|---|---|---|---|
| Strategy | Sectors · Financials | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.56% | 0.45% | 0.59% |
| Cost per year on $10k | $56 | $45 | $59 |
| Trailing 12-mo yield | 6.93% | 7.60% | 5.59% |
| Income per year on $10k | $693 | $760 | $559 |
| YTD | −7.4% | −7.3% | +1.1% |
| 1 year | −9.4% | −9.6% | +1.2% |
| 3 years · per year | +3.9% | +3.3% | — |
| 5 years · per year | −2.4% | −2.4% | — |
| Worst drop · 1Y | −10.3% | −10.2% | −3.2% |
| Volatility · 1Y | 6.2% | 6.2% | 4.1% |
| Holdings | 100 | 165 | 218 |
| Assets | $586M | $615M | $18M |
| Leverage | None | None | None |
| Since | 2006 | 2009 | 2025 |
Highlighted = best in the row. Returns include dividends.