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TPYP and FID share 3.6% of their holdings.
| Side by side | TPYP | FID |
|---|---|---|
| Strategy | Sectors · Energy | Income · Dividend stocks |
| Expense ratio | 0.40% | 0.60% |
| Cost per year on $10k | $40 | $60 |
| Trailing 12-mo yield | 3.17% | 3.95% |
| Income per year on $10k | $317 | $395 |
| YTD | +25.2% | +13.0% |
| 1 year | +30.3% | +19.1% |
| 3 years · per year | +25.5% | +22.2% |
| 5 years · per year | +17.6% | +9.3% |
| Worst drop · 1Y | −9.1% | −8.9% |
| Volatility · 1Y | 15.0% | 10.2% |
| Holdings | 56 | 71 |
| Assets | $905M | $170M |
| Leverage | None | None |
| Since | 2015 | 2013 |
Highlighted = best in the row. Returns include dividends.