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PFXF and PFF share 32.1% of their holdings.
| Side by side | PFXF | PFF | FBND | DADS |
|---|---|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks | Bonds & Cash · Core aggregate | Unsorted |
| Expense ratio | 0.40% | 0.45% | 0.36% | 1.04% |
| Cost per year on $10k | $40 | $45 | $36 | $104 |
| Trailing 12-mo yield | 6.29% | 5.69% | 4.80% | 5.21% |
| Income per year on $10k | $629 | $569 | $480 | $521 |
| YTD | −0.6% | −3.5% | −1.1% | +2.0% |
| 1 year | −0.5% | −4.4% | −1.5% | −12.5% |
| 3 years · per year | +9.2% | +6.1% | +5.6% | — |
| 5 years · per year | +1.9% | −0.3% | +0.5% | — |
| Worst drop · 1Y | −9.3% | −7.3% | −4.7% | −16.3% |
| Volatility · 1Y | 11.0% | 7.7% | 4.1% | 17.7% |
| Holdings | 116 | 453 | 2,742 | 0 |
| Assets | $2.2B | $11.8B | $27.9B | $9M |
| Leverage | None | None | None | None |
| Since | 2012 | 2007 | 2014 | 2025 |
Highlighted = best in the row. Returns include dividends.