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VRP and PFLD share 8.8% of their holdings.
| Side by side | FPE | VRP | PFLD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted | Bonds & Cash · Ultra-short |
| Expense ratio | 0.83% | 0.50% | 0.45% |
| Cost per year on $10k | $83 | $50 | $45 |
| Trailing 12-mo yield | 6.37% | 5.94% | 5.56% |
| Income per year on $10k | $637 | $594 | $556 |
| YTD | −2.6% | +0.5% | +1.5% |
| 1 year | −2.8% | +0.8% | +1.7% |
| 3 years · per year | +8.9% | +8.9% | +4.7% |
| 5 years · per year | +2.0% | +3.7% | +0.6% |
| Worst drop · 1Y | −4.8% | −2.9% | −2.2% |
| Volatility · 1Y | 4.2% | 3.0% | 3.1% |
| Holdings | 263 | 366 | 334 |
| Assets | $5.8B | $3.0B | $372M |
| Leverage | None | None | None |
| Since | 2013 | 2014 | 2019 |
Highlighted = best in the row. Returns include dividends.