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PGJ and EPEM share 4.1% of their holdings.
| Side by side | PGJ | PLGI | EPEM |
|---|---|---|---|
| Strategy | Thematic · China | Income · Covered calls | International · Emerging |
| Expense ratio | 0.70% | 1.25% | 0.84% |
| Cost per year on $10k | $70 | $125 | $84 |
| Trailing 12-mo yield | 2.06% | 0.49% | 2.94% |
| Income per year on $10k | $206 | $49 | $294 |
| YTD | −26.9% | +2.1% | +24.7% |
| 1 year | −34.3% | — | +28.1% |
| 3 years · per year | −3.5% | — | — |
| 5 years · per year | −13.0% | — | — |
| Worst drop · 1Y | −34.4% | — | −13.3% |
| Volatility · 1Y | 23.0% | — | 22.9% |
| Holdings | 66 | 200 | 42 |
| Assets | $76M | $66M | $8M |
| Leverage | None | None | None |
| Since | 2004 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.