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APIE and MFSI share 12.5% of their holdings.
| Side by side |
|---|
| APIE |
|---|
| MFSI |
|---|
| AGEM |
|---|
| Strategy | International · Ex-US broad | International · Ex-US broad | Income · Dividend stocks |
| Expense ratio | 0.45% | 0.59% | 1.18% |
| Cost per year on $10k | $45 | $59 | $118 |
| Trailing 12-mo yield | 3.44% | 0.77% | 2.55% |
| Income per year on $10k | $344 | $77 | $255 |
| YTD | +7.9% | +7.8% | +21.7% |
| 1 year | +8.5% | +10.0% | +21.8% |
| 3 years · per year | +19.7% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −12.4% | −11.2% | −13.9% |
| Volatility · 1Y | 16.5% | 15.2% | 25.6% |
| Holdings | 0 | 0 | 0 |
| Assets | $1.1B | $1.3B | $346M |
| Leverage | None | None | None |
| Since | 2023 | 2024 | 1993 |
Highlighted = best in the row. Returns include dividends.