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PPA and SHLD share 39.3% of their holdings.
| Side by side | PPA | SHLD |
|---|---|---|
| Strategy | Thematic · Defense & space | Thematic · Defense & space |
| Expense ratio | 0.58% | 0.50% |
| Cost per year on $10k | $58 | $50 |
| Trailing 12-mo yield | 0.41% | 0.65% |
| Income per year on $10k | $41 | $65 |
| YTD | +3.9% | +0.6% |
| 1 year | +2.4% | −4.0% |
| 3 years · per year | +26.9% | +37.4% |
| 5 years · per year | +17.3% | — |
| Worst drop · 1Y | −17.3% | −25.4% |
| Volatility · 1Y | 21.4% | 25.1% |
| Holdings | 68 | 50 |
| Assets | $7.7B | $6.6B |
| Leverage | None | None |
| Since | 2005 | 2023 |
Highlighted = best in the row. Returns include dividends.