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BIZD and PBDC share 48.0% of their holdings.
| Side by side | BIZD | PBDC | CEFZ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 9.69% | 11.77% | 2.82% |
| Cost per year on $10k | $969 | $1,177 | $282 |
| Trailing 12-mo yield | 12.42% | 11.24% | 10.33% |
| Income per year on $10k | $1,242 | $1,124 | $1,033 |
| YTD | −2.9% | −6.5% | +3.6% |
| 1 year | −0.3% | −3.4% | +5.8% |
| 3 years · per year | +5.9% | +6.6% | — |
| 5 years · per year | +4.4% | — | — |
| Worst drop · 1Y | −15.4% | −15.6% | −6.8% |
| Volatility · 1Y | 19.2% | 19.3% | 10.6% |
| Holdings | 35 | 24 | 46 |
| Assets | $1.5B | $275M | $40M |
| Leverage | None | None | None |
| Since | 2013 | 2022 | 2006 |
Highlighted = best in the row. Returns include dividends.