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BIZD and FBDC share 44.9% of their holdings.
| Side by side | BIZD | FBDC |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 9.69% | 0.95% |
| Cost per year on $10k | $969 | $95 |
| Trailing 12-mo yield | 12.50% | 11.80% |
| Income per year on $10k | $1,250 | $1,180 |
| YTD | −3.5% | −5.3% |
| 1 year | −3.6% | −4.9% |
| 3 years · per year | +5.4% | — |
| 5 years · per year | +4.3% | — |
| Worst drop · 1Y | −15.4% | −15.7% |
| Volatility · 1Y | 19.3% | 18.5% |
| Holdings | 35 | 20 |
| Assets | $1.4B | $35M |
| Leverage | None | None |
| Since | 2013 | 2007 |
Highlighted = best in the row. Returns include dividends.