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GENW and GINX share 6.8% of their holdings.
| Side by side | GENW | GINX | FLUD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Premium income | Bonds & Cash · Ultra-short |
| Expense ratio | 0.38% | 0.99% | 0.15% |
| Cost per year on $10k | $38 | $99 | $15 |
| Trailing 12-mo yield | 2.28% | 2.22% | 4.03% |
| Income per year on $10k | $228 | $222 | $403 |
| YTD | +12.0% | +17.1% | +3.0% |
| 1 year | +18.9% | +24.3% | +3.7% |
| 3 years · per year | — | — | +5.1% |
| 5 years · per year | — | — | +3.9% |
| Worst drop · 1Y | −10.3% | −8.9% | −0.3% |
| Volatility · 1Y | 14.3% | 11.6% | 1.1% |
| Holdings | 35 | 0 | 32 |
| Assets | $5M | $107M | $642M |
| Leverage | None | None | None |
| Since | 2025 | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.