Loading…
PRN and BEEZ share 7.4% of their holdings.
| Side by side | PRN | BEEZ |
|---|---|---|
| Strategy | Sectors · Industrials | US Stock Styles · Large cap |
| Expense ratio | 0.69% | 0.64% |
| Cost per year on $10k | $69 | $64 |
| Trailing 12-mo yield | 0.00% | 0.51% |
| Income per year on $10k | $0 | $51 |
| YTD | +12.7% | +9.3% |
| 1 year | +8.6% | +7.1% |
| 3 years · per year | +27.3% | — |
| 5 years · per year | +13.5% | — |
| Worst drop · 1Y | −27.4% | −8.4% |
| Volatility · 1Y | 35.0% | 13.4% |
| Holdings | 35 | 0 |
| Assets | $315M | $6M |
| Leverage | None | None |
| Since | 2006 | 2023 |
Highlighted = best in the row. Returns include dividends.