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BPAY and FXR share 7.1% of their holdings.
| Side by side | BAMD | BPAY | FXR |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted | Sectors · Industrials |
| Expense ratio | 0.95% | 0.66% | 0.60% |
| Cost per year on $10k | $95 | $66 | $60 |
| Trailing 12-mo yield | 3.25% | 7.51% | 0.74% |
| Income per year on $10k | $325 | $751 | $74 |
| YTD | +19.1% | −9.8% | +11.9% |
| 1 year | +21.0% | −15.1% | +15.0% |
| 3 years · per year | +16.5% | +12.9% | +19.1% |
| 5 years · per year | — | — | +8.6% |
| Worst drop · 1Y | −8.3% | −26.9% | −13.7% |
| Volatility · 1Y | 10.2% | 26.2% | 19.3% |
| Holdings | 69 | 41 | 159 |
| Assets | $102M | $9M | $708M |
| Leverage | None | None | None |
| Since | 2023 | 2022 | 2007 |
Highlighted = best in the row. Returns include dividends.