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FXU and DIVG share 15.1% of their holdings.
| Side by side | BKGI | FXU | DIVG |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Utilities | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.61% | 0.39% |
| Cost per year on $10k | $65 | $61 | $39 |
| Trailing 12-mo yield | 3.05% | 2.33% | 2.97% |
| Income per year on $10k | $305 | $233 | $297 |
| YTD | +7.5% | +8.7% | +19.4% |
| 1 year | +10.1% | +6.0% | +20.7% |
| 3 years · per year | +22.6% | +22.0% | — |
| 5 years · per year | — | +11.9% | — |
| Worst drop · 1Y | −10.5% | −14.0% | −7.2% |
| Volatility · 1Y | 11.8% | 14.2% | 10.9% |
| Holdings | 37 | 40 | 100 |
| Assets | $1.9B | $755M | $12M |
| Leverage | None | None | None |
| Since | 2022 | 2007 | 2023 |
Highlighted = best in the row. Returns include dividends.