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FPE and SJCP share 1.2% of their holdings.
| Side by side | FPE | FIXD | SJCP |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds | Bonds & Cash · Core aggregate |
| Expense ratio | 0.83% | 0.65% | 0.65% |
| Cost per year on $10k | $83 | $65 | $65 |
| Trailing 12-mo yield | 6.36% | 4.84% | 3.88% |
| Income per year on $10k | $636 | $484 | $388 |
| YTD | −2.4% | −2.1% | +1.2% |
| 1 year | −2.2% | −1.8% | +2.0% |
| 3 years · per year | +9.3% | +5.1% | — |
| 5 years · per year | +2.0% | −0.8% | — |
| Worst drop · 1Y | −4.8% | −5.4% | −2.0% |
| Volatility · 1Y | 4.2% | 4.3% | 2.2% |
| Holdings | 263 | 412 | 0 |
| Assets | $5.8B | $2.8B | $7M |
| Leverage | None | None | None |
| Since | 2013 | 2017 | 2024 |
Highlighted = best in the row. Returns include dividends.