Loading…
BPAY and FINX share 29.0% of their holdings.
| Side by side | FTA | BPAY | FINX |
|---|---|---|---|
| Strategy | US Stock Styles · Value | Unsorted | Unsorted |
| Expense ratio | 0.58% | 0.66% | 0.68% |
| Cost per year on $10k | $58 | $66 | $68 |
| Trailing 12-mo yield | 1.67% | 7.51% | 0.89% |
| Income per year on $10k | $167 | $751 | $89 |
| YTD | +23.3% | −9.8% | −18.1% |
| 1 year | +29.8% | −15.1% | −25.8% |
| 3 years · per year | +21.2% | +12.9% | +9.6% |
| 5 years · per year | +11.2% | — | −13.3% |
| Worst drop · 1Y | −8.1% | −26.9% | −32.7% |
| Volatility · 1Y | 11.3% | 26.2% | 30.9% |
| Holdings | 187 | 41 | 79 |
| Assets | $1.5B | $9M | $149M |
| Leverage | None | None | None |
| Since | 2007 | 2022 | 2016 |
Highlighted = best in the row. Returns include dividends.