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PSI and MTUM share 22.3% of their holdings.
| Side by side | PSI | MTUM | QUAL |
|---|---|---|---|
| Strategy | Thematic · AI & semis | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.55% | 0.15% | 0.15% |
| Cost per year on $10k | $55 | $15 | $15 |
| Trailing 12-mo yield | 0.02% | 0.67% | 0.85% |
| Income per year on $10k | $2 | $67 | $85 |
| YTD | +44.4% | +10.4% | +12.5% |
| 1 year | +47.1% | +9.2% | +13.9% |
| 3 years · per year | +43.6% | +27.6% | +21.3% |
| 5 years · per year | +21.3% | +8.9% | +10.8% |
| Worst drop · 1Y | −39.4% | −20.1% | −9.0% |
| Volatility · 1Y | 54.8% | 27.8% | 11.9% |
| Holdings | 31 | 125 | 118 |
| Assets | $2.3B | $17.8B | $48.0B |
| Leverage | None | None | None |
| Since | 2005 | 2013 | 2013 |
Highlighted = best in the row. Returns include dividends.