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ENFR and FID share 5.1% of their holdings.
| Side by side | ENFR | FID |
|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.60% |
| Cost per year on $10k | $35 | $60 |
| Trailing 12-mo yield | 3.96% | 3.95% |
| Income per year on $10k | $396 | $395 |
| YTD | +27.9% | +13.0% |
| 1 year | +34.9% | +19.1% |
| 3 years · per year | +26.8% | +22.2% |
| 5 years · per year | +19.0% | +9.3% |
| Worst drop · 1Y | −9.1% | −8.9% |
| Volatility · 1Y | 16.9% | 10.2% |
| Holdings | 26 | 71 |
| Assets | $559M | $170M |
| Leverage | None | None |
| Since | 2013 | 2013 |
Highlighted = best in the row. Returns include dividends.