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BPI and TDIV share 0.0% of their holdings.
| Side by side | BPI | TDIV |
|---|---|---|
| Strategy | Thematic Income · A basket | Thematic Income · A basket |
| Expense ratio | 0.66% | 0.50% |
| Cost per year on $10k | $66 | $50 |
| Trailing 12-mo yield | 18.68% | 1.35% |
| Income per year on $10k | $1,868 | $135 |
| YTD | −6.7% | +22.5% |
| 1 year | −26.8% | +16.3% |
| 3 years · per year | — | +30.7% |
| 5 years · per year | — | +17.1% |
| Worst drop · 1Y | −45.4% | −16.3% |
| Volatility · 1Y | 40.4% | 20.5% |
| Holdings | 6 | 87 |
| Assets | $2M | $4.5B |
| Leverage | None | None |
| Since | 2025 | 2012 |
Highlighted = best in the row. Returns include dividends.