Loading…
FBDC and VPC share 28.0% of their holdings.
| Side by side | FBDC | KBWD | VPC |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Bonds & Cash · Corporate |
| Expense ratio | 0.95% | 5.39% | 10.60% |
| Cost per year on $10k | $95 | $539 | $1,060 |
| Trailing 12-mo yield | 11.71% | 15.90% | 15.33% |
| Income per year on $10k | $1,171 | $1,591 | $1,533 |
| YTD | −4.5% | −13.5% | −11.8% |
| 1 year | −2.0% | −9.6% | −10.6% |
| 3 years · per year | — | +5.3% | +0.6% |
| 5 years · per year | — | −2.3% | −0.3% |
| Worst drop · 1Y | −15.7% | −24.4% | −18.2% |
| Volatility · 1Y | 18.5% | 17.2% | 14.5% |
| Holdings | 20 | 37 | 198 |
| Assets | $38M | $332M | $27M |
| Leverage | None | None | None |
| Since | 2007 | 2010 | 2019 |
Highlighted = best in the row. Returns include dividends.