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FBDC and PBDC share 59.7% of their holdings.
| Side by side | BIZD | FBDC | PBDC | FXED |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 9.69% | 0.95% | 11.77% | 0.49% |
| Cost per year on $10k | $969 | $95 | $1,177 | $49 |
| Trailing 12-mo yield | 12.50% | 11.80% | 11.29% | 7.72% |
| Income per year on $10k | $1,250 | $1,180 | $1,129 | $772 |
| YTD | −3.5% | −5.3% | −7.0% | −3.1% |
| 1 year | −3.6% | −4.9% | −6.5% | −3.5% |
| 3 years · per year | +5.4% | — | +6.2% | +6.8% |
| 5 years · per year | +4.3% | — | — | +1.4% |
| Worst drop · 1Y | −15.4% | −15.7% | −15.6% | −6.4% |
| Volatility · 1Y | 19.3% | 18.5% | 19.4% | 8.7% |
| Holdings | 35 | 20 | 24 | 0 |
| Assets | $1.4B | $35M | $271M | $40M |
| Leverage | None | None | None | None |
| Since | 2013 | 2007 | 2022 | 2020 |
Highlighted = best in the row. Returns include dividends.