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BIZD and PEX share 33.9% of their holdings.
| Side by side | BIZD | PEX | KBWD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Global | Income · Dividend stocks |
| Expense ratio | 9.69% | 2.75% | 5.39% |
| Cost per year on $10k | $969 | $275 | $539 |
| Trailing 12-mo yield | 12.42% | 5.45% | 15.90% |
| Income per year on $10k | $1,242 | $545 | $1,591 |
| YTD | −2.9% | −3.7% | −13.5% |
| 1 year | −0.3% | −4.7% | −9.6% |
| 3 years · per year | +5.9% | +9.0% | +5.3% |
| 5 years · per year | +4.4% | −0.3% | −2.3% |
| Worst drop · 1Y | −15.4% | −18.7% | −24.4% |
| Volatility · 1Y | 19.2% | 16.6% | 17.2% |
| Holdings | 35 | 32 | 37 |
| Assets | $1.5B | $11M | $332M |
| Leverage | None | None | None |
| Since | 2013 | 2013 | 2010 |
Highlighted = best in the row. Returns include dividends.