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CSB and TPSC share 24.7% of their holdings.
| Side by side | PSCU | CSB | TPSC |
|---|---|---|---|
| Strategy | Sectors · Utilities | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.29% | 0.40% | 0.52% |
| Cost per year on $10k | $29 | $40 | $52 |
| Trailing 12-mo yield | 0.84% | 3.13% | 1.12% |
| Income per year on $10k | $84 | $313 | $112 |
| YTD | +6.5% | +15.1% | +14.3% |
| 1 year | +0.8% | +16.3% | +14.9% |
| 3 years · per year | +9.6% | +15.8% | +18.1% |
| 5 years · per year | −0.3% | +5.6% | +7.7% |
| Worst drop · 1Y | −11.0% | −9.5% | −9.2% |
| Volatility · 1Y | 15.3% | 12.7% | 13.7% |
| Holdings | 35 | 102 | 0 |
| Assets | $17M | $240M | $355M |
| Leverage | None | None | None |
| Since | 2010 | 2015 | 2019 |
Highlighted = best in the row. Returns include dividends.