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FPE and HTRB share 0.0% of their holdings.
| Side by side | FPE | HTRB |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Core aggregate |
| Expense ratio | 0.83% | 0.29% |
| Cost per year on $10k | $83 | $29 |
| Trailing 12-mo yield | 6.37% | 4.85% |
| Income per year on $10k | $637 | $485 |
| YTD | −2.6% | −1.6% |
| 1 year | −2.8% | −2.1% |
| 3 years · per year | +8.9% | +5.7% |
| 5 years · per year | +2.0% | −0.1% |
| Worst drop · 1Y | −4.8% | −4.9% |
| Volatility · 1Y | 4.2% | 4.1% |
| Holdings | 263 | 1,867 |
| Assets | $5.8B | $2.2B |
| Leverage | None | None |
| Since | 2013 | 2017 |
Highlighted = best in the row. Returns include dividends.