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BPAY and FXR share 7.1% of their holdings.
| Side by side | BAMD | BPAY | FXR |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted | Sectors · Industrials |
| Expense ratio | 0.95% | 0.66% | 0.60% |
| Cost per year on $10k | $95 | $66 | $60 |
| Trailing 12-mo yield | 3.26% | 7.52% | 0.76% |
| Income per year on $10k | $326 | $752 | $76 |
| YTD | +18.7% | −9.8% | +9.8% |
| 1 year | +16.9% | −19.1% | +10.3% |
| 3 years · per year | +16.5% | +11.5% | +17.7% |
| 5 years · per year | — | — | +8.4% |
| Worst drop · 1Y | −8.3% | −29.5% | −13.7% |
| Volatility · 1Y | 10.5% | 26.3% | 19.2% |
| Holdings | 69 | 41 | 159 |
| Assets | $99M | $9M | $693M |
| Leverage | None | None | None |
| Since | 2023 | 2022 | 2007 |
Highlighted = best in the row. Returns include dividends.