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PQDI and CSSD share 0.8% of their holdings.
| Side by side | PQDI | CSSD |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Short-term |
| Expense ratio | 0.60% | 0.49% |
| Cost per year on $10k | $60 | $49 |
| Trailing 12-mo yield | 6.41% | 5.26% |
| Income per year on $10k | $641 | $526 |
| YTD | −1.3% | +2.1% |
| 1 year | −0.3% | — |
| 3 years · per year | +8.3% | — |
| 5 years · per year | +2.5% | — |
| Worst drop · 1Y | −3.9% | — |
| Volatility · 1Y | 3.7% | — |
| Holdings | 126 | 179 |
| Assets | $123M | $63M |
| Leverage | None | None |
| Since | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.