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BAMD and FXU share 7.0% of their holdings.
| Side by side | BAMD | FXU |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Utilities |
| Expense ratio | 0.95% | 0.61% |
| Cost per year on $10k | $95 | $61 |
| Trailing 12-mo yield | 3.26% | 2.33% |
| Income per year on $10k | $326 | $233 |
| YTD | +18.7% | +8.7% |
| 1 year | +16.9% | +6.0% |
| 3 years · per year | +16.5% | +22.0% |
| 5 years · per year | — | +11.9% |
| Worst drop · 1Y | −8.3% | −14.0% |
| Volatility · 1Y | 10.5% | 14.2% |
| Holdings | 69 | 40 |
| Assets | $99M | $755M |
| Leverage | None | None |
| Since | 2023 | 2007 |
Highlighted = best in the row. Returns include dividends.