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PFXF and JHPI share 10.4% of their holdings.
| Side by side | PFXF | CWB | JHPI |
|---|---|---|---|
| Strategy | Sectors · Financials | Bonds & Cash · Other bonds | Income · Dividend stocks |
| Expense ratio | 0.40% | 0.40% | 0.54% |
| Cost per year on $10k | $40 | $40 | $54 |
| Trailing 12-mo yield | 6.29% | 1.64% | 6.20% |
| Income per year on $10k | $629 | $164 | $620 |
| YTD | −0.6% | +9.5% | −1.5% |
| 1 year | −0.5% | +5.4% | −1.8% |
| 3 years · per year | +9.2% | +15.8% | +8.9% |
| 5 years · per year | +1.9% | +3.8% | — |
| Worst drop · 1Y | −9.3% | −13.7% | −4.4% |
| Volatility · 1Y | 11.0% | 17.7% | 3.6% |
| Holdings | 116 | 379 | 216 |
| Assets | $2.2B | $5.4B | $224M |
| Leverage | None | None | None |
| Since | 2012 | 2009 | 2021 |
Highlighted = best in the row. Returns include dividends.