Loading…
RZG and SCDS share 9.3% of their holdings.
| Side by side | PSCC | ALIL | RZG | SCDS |
|---|---|---|---|---|
| Strategy | Sectors · Consumer | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Large cap |
| Expense ratio | 0.29% | 0.74% | 0.35% | 0.40% |
| Cost per year on $10k | $29 | $74 | $35 | $40 |
| Trailing 12-mo yield | 1.91% | 0.22% | 0.57% | 1.09% |
| Income per year on $10k | $191 | $22 | $57 | $109 |
| YTD | +14.6% | +5.5% | +17.0% | +23.4% |
| 1 year | +12.3% | +4.6% | +14.9% | +24.2% |
| 3 years · per year | +3.3% | — | +18.8% | — |
| 5 years · per year | +2.7% | — | +3.9% | — |
| Worst drop · 1Y | −13.1% | −12.6% | −15.5% | −9.7% |
| Volatility · 1Y | 16.9% | 19.6% | 18.8% | 17.2% |
| Holdings | 30 | 0 | 126 | 277 |
| Assets | $37M | $23M | $120M | $9M |
| Leverage | None | None | None | None |
| Since | 2010 | 2025 | 2006 | 2024 |
Highlighted = best in the row. Returns include dividends.