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SMLL and PSCD share 4.7% of their holdings.
| Side by side | SMLL | PSCD |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Consumer |
| Expense ratio | 0.80% | 0.29% |
| Cost per year on $10k | $80 | $29 |
| Trailing 12-mo yield | 2.14% | 1.00% |
| Income per year on $10k | $214 | $100 |
| YTD | +10.9% | +10.3% |
| 1 year | +5.9% | +4.4% |
| 3 years · per year | — | +13.9% |
| 5 years · per year | — | +1.7% |
| Worst drop · 1Y | −12.1% | −14.2% |
| Volatility · 1Y | 17.1% | 23.5% |
| Holdings | 51 | 88 |
| Assets | $13M | $24M |
| Leverage | None | None |
| Since | 2024 | 2010 |
Highlighted = best in the row. Returns include dividends.