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FPWR and TPHD share 22.8% of their holdings.
| Side by side | FPWR | TPHD |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.96% | 0.52% |
| Cost per year on $10k | $96 | $52 |
| Trailing 12-mo yield | 2.08% | 1.89% |
| Income per year on $10k | $208 | $189 |
| YTD | +15.0% | +16.5% |
| 1 year | +13.8% | +16.8% |
| 3 years · per year | +21.1% | +16.3% |
| 5 years · per year | +11.6% | +9.7% |
| Worst drop · 1Y | −9.3% | −7.5% |
| Volatility · 1Y | 11.5% | 10.7% |
| Holdings | 60 | 0 |
| Assets | $33M | $393M |
| Leverage | None | None |
| Since | 2019 | 2019 |
Highlighted = best in the row. Returns include dividends.