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SPLV and PUI share 21.4% of their holdings.
| Side by side | SPLV | PUI |
|---|---|---|
| Strategy | US Stock Styles · Factor | Sectors · Utilities |
| Expense ratio | 0.25% | 0.82% |
| Cost per year on $10k | $25 | $82 |
| Trailing 12-mo yield | 2.17% | 2.19% |
| Income per year on $10k | $217 | $219 |
| YTD | +8.7% | +2.5% |
| 1 year | +8.6% | −4.7% |
| 3 years · per year | +11.7% | +16.3% |
| 5 years · per year | +5.9% | +7.7% |
| Worst drop · 1Y | −9.2% | −15.1% |
| Volatility · 1Y | 10.9% | 15.2% |
| Holdings | 104 | 38 |
| Assets | $7.5B | $50M |
| Leverage | None | None |
| Since | 2011 | 2005 |
Highlighted = best in the row. Returns include dividends.