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BIZD and PEX share 33.9% of their holdings.
| Side by side | BIZD | PEX | KBWD | HIPS |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Global | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 9.69% | 2.75% | 5.39% | 1.09% |
| Cost per year on $10k | $969 | $275 | $539 | $109 |
| Trailing 12-mo yield | 12.50% | 5.56% | 15.80% | 12.03% |
| Income per year on $10k | $1,250 | $556 | $1,580 | $1,203 |
| YTD | −3.5% | −5.6% | −12.9% | −0.2% |
| 1 year | −3.6% | −8.1% | −11.2% | +1.3% |
| 3 years · per year | +5.4% | +7.7% | +4.9% | +7.9% |
| 5 years · per year | +4.3% | −0.6% | −2.1% | +2.5% |
| Worst drop · 1Y | −15.4% | −18.9% | −24.4% | −11.3% |
| Volatility · 1Y | 19.3% | 16.5% | 17.1% | 10.0% |
| Holdings | 35 | 32 | 37 | 41 |
| Assets | $1.4B | $10M | $334M | $95M |
| Leverage | None | None | None | None |
| Since | 2013 | 2013 | 2010 | 2015 |
Highlighted = best in the row. Returns include dividends.