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BPAY and FINX share 29.0% of their holdings.
| Side by side | BPAY | FINX |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.66% | 0.68% |
| Cost per year on $10k | $66 | $68 |
| Trailing 12-mo yield | 7.51% | 0.89% |
| Income per year on $10k | $751 | $89 |
| YTD | −9.8% | −18.1% |
| 1 year | −15.1% | −25.8% |
| 3 years · per year | +12.9% | +9.6% |
| 5 years · per year | — | −13.3% |
| Worst drop · 1Y | −26.9% | −32.7% |
| Volatility · 1Y | 26.2% | 30.9% |
| Holdings | 41 | 79 |
| Assets | $9M | $149M |
| Leverage | None | None |
| Since | 2022 | 2016 |
Highlighted = best in the row. Returns include dividends.