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BKGI and EIPI share 5.5% of their holdings.
| Side by side | BKGI | EIPI |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.65% | 1.11% |
| Cost per year on $10k | $65 | $111 |
| Trailing 12-mo yield | 3.05% | 6.53% |
| Income per year on $10k | $305 | $653 |
| YTD | +7.5% | +21.5% |
| 1 year | +10.1% | +24.3% |
| 3 years · per year | +22.6% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −10.5% | −6.7% |
| Volatility · 1Y | 11.8% | 10.7% |
| Holdings | 37 | 121 |
| Assets | $1.9B | $1.1B |
| Leverage | None | None |
| Since | 2022 | 2011 |
Highlighted = best in the row. Returns include dividends.