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FPWR and CDC share 24.1% of their holdings.
| Side by side | FPWR | CDC |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.96% | 0.38% |
| Cost per year on $10k | $96 | $38 |
| Trailing 12-mo yield | 2.08% | 3.06% |
| Income per year on $10k | $208 | $306 |
| YTD | +15.0% | +20.3% |
| 1 year | +13.8% | +21.1% |
| 3 years · per year | +21.1% | +15.8% |
| 5 years · per year | +11.6% | +6.5% |
| Worst drop · 1Y | −9.3% | −7.9% |
| Volatility · 1Y | 11.5% | 10.8% |
| Holdings | 60 | 102 |
| Assets | $33M | $729M |
| Leverage | None | None |
| Since | 2019 | 2014 |
Highlighted = best in the row. Returns include dividends.