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PFF and FCVT share 9.4% of their holdings.
| Side by side | PFF | XAGG | FCVT |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 0.45% | 0.50% | 0.95% |
| Cost per year on $10k | $45 | $50 | $95 |
| Trailing 12-mo yield | 6.40% | 6.88% | 1.24% |
| Income per year on $10k | $640 | $688 | $124 |
| YTD | −5.0% | +1.3% | +3.0% |
| 1 year | −4.8% | — | +0.7% |
| 3 years · per year | +5.9% | — | +15.9% |
| 5 years · per year | −0.6% | — | +2.5% |
| Worst drop · 1Y | −8.8% | — | −19.3% |
| Volatility · 1Y | 7.7% | — | 20.8% |
| Holdings | 453 | 362 | 123 |
| Assets | $11.7B | $2.2B | $78M |
| Leverage | None | None | None |
| Since | 2007 | 1997 | 2015 |
Highlighted = best in the row. Returns include dividends.