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CWB and FPEI share 1.0% of their holdings.
| Side by side | CWB | FPEI |
|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Income · Dividend stocks |
| Expense ratio | 0.40% | 0.85% |
| Cost per year on $10k | $40 | $85 |
| Trailing 12-mo yield | 1.95% | 6.08% |
| Income per year on $10k | $195 | $608 |
| YTD | +5.4% | −0.4% |
| 1 year | +2.1% | +0.3% |
| 3 years · per year | +14.7% | +9.9% |
| 5 years · per year | +3.2% | +3.4% |
| Worst drop · 1Y | −15.6% | −3.8% |
| Volatility · 1Y | 17.8% | 4.0% |
| Holdings | 379 | 177 |
| Assets | $5.5B | $1.9B |
| Leverage | None | None |
| Since | 2009 | 2017 |
Highlighted = best in the row. Returns include dividends.