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BKGI and FXU share 7.2% of their holdings.
| Side by side | BKGI | DIVY | FXU |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Sectors · Utilities |
| Expense ratio | 0.65% | 0.45% | 0.61% |
| Cost per year on $10k | $65 | $45 | $61 |
| Trailing 12-mo yield | 3.05% | 2.82% | 2.33% |
| Income per year on $10k | $305 | $282 | $233 |
| YTD | +7.5% | +21.2% | +8.7% |
| 1 year | +10.1% | +24.3% | +6.0% |
| 3 years · per year | +22.6% | +13.6% | +22.0% |
| 5 years · per year | — | +8.7% | +11.9% |
| Worst drop · 1Y | −10.5% | −9.1% | −14.0% |
| Volatility · 1Y | 11.8% | 13.4% | 14.2% |
| Holdings | 37 | 10 | 40 |
| Assets | $1.9B | $28M | $755M |
| Leverage | None | None | None |
| Since | 2022 | 2020 | 2007 |
Highlighted = best in the row. Returns include dividends.