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PTF and SURE share 2.9% of their holdings.
| Side by side | PTF | SURE |
|---|---|---|
| Strategy | Sectors · Technology | Unsorted |
| Expense ratio | 0.69% | 0.98% |
| Cost per year on $10k | $69 | $98 |
| Trailing 12-mo yield | 0.00% | 0.83% |
| Income per year on $10k | $0 | $83 |
| YTD | +25.6% | +22.5% |
| 1 year | +19.1% | +28.7% |
| 3 years · per year | +33.4% | +20.8% |
| 5 years · per year | +11.8% | +10.9% |
| Worst drop · 1Y | −38.6% | −7.1% |
| Volatility · 1Y | 54.2% | 12.8% |
| Holdings | 36 | 101 |
| Assets | $555M | $59M |
| Leverage | None | None |
| Since | 2006 | 2011 |
Highlighted = best in the row. Returns include dividends.