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AMAX and FTBI share 4.6% of their holdings.
| Side by side | AMAX | FTBI |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.37% | 0.25% |
| Cost per year on $10k | $137 | $25 |
| Trailing 12-mo yield | 12.72% | 7.91% |
| Income per year on $10k | $1,272 | $791 |
| YTD | −1.4% | +5.7% |
| 1 year | −2.6% | +6.9% |
| 3 years · per year | +9.5% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −7.8% | −5.3% |
| Volatility · 1Y | 12.4% | 7.7% |
| Holdings | 15 | 15 |
| Assets | $72M | $30M |
| Leverage | None | None |
| Since | 2009 | 2025 |
Highlighted = best in the row. Returns include dividends.