Loading…
PRFZ and HTEC share 2.7% of their holdings.
| Side by side | PRFZ | HTEC |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Thematic · Disruptive tech |
| Expense ratio | 0.36% | 0.80% |
| Cost per year on $10k | $36 | $80 |
| Trailing 12-mo yield | 0.82% | 0.75% |
| Income per year on $10k | $82 | $75 |
| YTD | +18.7% | +31.5% |
| 1 year | +18.2% | +41.9% |
| 3 years · per year | +21.6% | +26.1% |
| 5 years · per year | +8.6% | +0.1% |
| Worst drop · 1Y | −10.4% | −16.3% |
| Volatility · 1Y | 16.9% | 22.5% |
| Holdings | 1,483 | 61 |
| Assets | $2.7B | $114M |
| Leverage | None | None |
| Since | 2006 | 2019 |
Highlighted = best in the row. Returns include dividends.