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PGX and FPFD share 26.8% of their holdings.
| Side by side | PGX | EVPF | FPFD |
|---|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.20% | 0.59% |
| Cost per year on $10k | $50 | $20 | $59 |
| Trailing 12-mo yield | 6.93% | 3.77% | 5.79% |
| Income per year on $10k | $693 | $377 | $579 |
| YTD | −8.0% | — | −2.8% |
| 1 year | −9.1% | — | −2.9% |
| 3 years · per year | +4.6% | — | +7.0% |
| 5 years · per year | −2.5% | — | +0.7% |
| Worst drop · 1Y | −11.0% | — | −5.4% |
| Volatility · 1Y | 6.1% | — | 3.3% |
| Holdings | 275 | 81 | 213 |
| Assets | $3.5B | $54M | $76M |
| Leverage | None | None | None |
| Since | 2008 | 2026 | 2021 |
Highlighted = best in the row. Returns include dividends.