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PSC and SURE share 4.0% of their holdings.
| Side by side | PSC | PTF | SURE |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Technology | Unsorted |
| Expense ratio | 0.38% | 0.69% | 1.00% |
| Cost per year on $10k | $38 | $69 | $100 |
| Trailing 12-mo yield | 0.58% | 0.00% | 0.83% |
| Income per year on $10k | $58 | $0 | $83 |
| YTD | +21.0% | +37.7% | +21.9% |
| 1 year | +21.9% | +29.8% | +27.1% |
| 3 years · per year | +22.5% | +35.4% | +19.9% |
| 5 years · per year | +9.2% | +13.7% | +10.8% |
| Worst drop · 1Y | −10.0% | −38.6% | −7.1% |
| Volatility · 1Y | 16.6% | 53.9% | 12.8% |
| Holdings | 487 | 36 | 101 |
| Assets | $2.7B | $587M | $59M |
| Leverage | None | None | None |
| Since | 2016 | 2006 | 2011 |
Highlighted = best in the row. Returns include dividends.