Loading…
PFF and FCVT share 9.4% of their holdings.
| Side by side | PFF | FCVT |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 0.45% | 0.95% |
| Cost per year on $10k | $45 | $95 |
| Trailing 12-mo yield | 5.69% | 1.18% |
| Income per year on $10k | $569 | $118 |
| YTD | −3.5% | +8.0% |
| 1 year | −4.4% | +5.3% |
| 3 years · per year | +6.1% | +17.2% |
| 5 years · per year | −0.3% | +3.3% |
| Worst drop · 1Y | −7.3% | −17.6% |
| Volatility · 1Y | 7.7% | 20.5% |
| Holdings | 453 | 122 |
| Assets | $11.8B | $81M |
| Leverage | None | None |
| Since | 2007 | 2015 |
Highlighted = best in the row. Returns include dividends.