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PEY and XUDV share 28.4% of their holdings.
| Side by side | PEY | BAMD | XUDV | FXU |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks | Sectors · Utilities |
| Expense ratio | 0.68% | 0.95% | 0.09% | 0.61% |
| Cost per year on $10k | $68 | $95 | $9 | $61 |
| Trailing 12-mo yield | 4.23% | 3.25% | 3.32% | 2.30% |
| Income per year on $10k | $423 | $325 | $332 | $230 |
| YTD | +26.0% | +19.1% | +29.0% | +10.1% |
| 1 year | +25.7% | +21.0% | +32.8% | +8.3% |
| 3 years · per year | +15.8% | +16.5% | — | +22.1% |
| 5 years · per year | +8.4% | — | — | +12.1% |
| Worst drop · 1Y | −9.3% | −8.3% | −6.8% | −14.0% |
| Volatility · 1Y | 14.1% | 10.2% | 12.3% | 14.2% |
| Holdings | 50 | 69 | 105 | 40 |
| Assets | $1.1B | $102M | $80M | $768M |
| Leverage | None | None | None | None |
| Since | 2004 | 2023 | 2025 | 2007 |
Highlighted = best in the row. Returns include dividends.