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PBEU and GENW share 7.3% of their holdings.
| Side by side | PBEU | GENW | FLUD |
|---|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks | Bonds & Cash · Ultra-short |
| Expense ratio | 0.13% | 0.38% | 0.15% |
| Cost per year on $10k | $13 | $38 | $15 |
| Trailing 12-mo yield | 0.01% | 2.28% | 4.40% |
| Income per year on $10k | $1 | $228 | $440 |
| YTD | +6.7% | +11.9% | +2.6% |
| 1 year | — | +20.0% | +3.4% |
| 3 years · per year | — | — | +5.0% |
| 5 years · per year | — | — | +3.8% |
| Worst drop · 1Y | — | −10.3% | −0.4% |
| Volatility · 1Y | — | 14.3% | 1.3% |
| Holdings | 0 | 35 | 32 |
| Assets | $407M | $5M | $642M |
| Leverage | None | None | None |
| Since | 2025 | 2025 | 2020 |
Highlighted = best in the row. Returns include dividends.