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PSP and MVFD share 4.9% of their holdings.
| Side by side | PSP | MVFD |
|---|---|---|
| Strategy | International · Global | Income · Dividend stocks |
| Expense ratio | 1.75% | 1.10% |
| Cost per year on $10k | $175 | $110 |
| Trailing 12-mo yield | 5.32% | 1.33% |
| Income per year on $10k | $532 | $133 |
| YTD | −9.4% | +19.5% |
| 1 year | −9.0% | +22.2% |
| 3 years · per year | +13.7% | — |
| 5 years · per year | −0.6% | — |
| Worst drop · 1Y | −22.1% | −9.1% |
| Volatility · 1Y | 21.0% | 14.5% |
| Holdings | 66 | 42 |
| Assets | $212M | $142M |
| Leverage | None | None |
| Since | 2006 | 2024 |
Highlighted = best in the row. Returns include dividends.