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CPAI and EPSB share 6.3% of their holdings.
| Side by side | PSCT | CPAI | EPSB |
|---|---|---|---|
| Strategy | Sectors · Technology | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.29% | 0.75% | 0.88% |
| Cost per year on $10k | $29 | $75 | $88 |
| Trailing 12-mo yield | 0.00% | 0.67% | 1.16% |
| Income per year on $10k | $0 | $67 | $116 |
| YTD | +42.9% | +34.0% | +17.4% |
| 1 year | +39.8% | +36.1% | +18.4% |
| 3 years · per year | +25.8% | — | — |
| 5 years · per year | +11.3% | — | — |
| Worst drop · 1Y | −18.7% | −10.5% | −8.5% |
| Volatility · 1Y | 33.7% | 20.2% | 14.6% |
| Holdings | 72 | 50 | 58 |
| Assets | $497M | $540M | $7M |
| Leverage | None | None | None |
| Since | 2010 | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.