Loading…
FID and EFAS share 15.0% of their holdings.
| Side by side | FID | EFAS |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.55% |
| Cost per year on $10k | $60 | $55 |
| Trailing 12-mo yield | 3.95% | 4.86% |
| Income per year on $10k | $395 | $486 |
| YTD | +13.0% | +19.4% |
| 1 year | +19.1% | +26.5% |
| 3 years · per year | +22.2% | +28.4% |
| 5 years · per year | +9.3% | +14.4% |
| Worst drop · 1Y | −8.9% | −8.4% |
| Volatility · 1Y | 10.2% | 11.1% |
| Holdings | 71 | 52 |
| Assets | $170M | $61M |
| Leverage | None | None |
| Since | 2013 | 2016 |
Highlighted = best in the row. Returns include dividends.