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CWB and JHPI share 2.5% of their holdings.
| Side by side | CWB | JHPI |
|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Income · Dividend stocks |
| Expense ratio | 0.40% | 0.54% |
| Cost per year on $10k | $40 | $54 |
| Trailing 12-mo yield | 1.64% | 6.20% |
| Income per year on $10k | $164 | $620 |
| YTD | +9.5% | −1.5% |
| 1 year | +5.4% | −1.8% |
| 3 years · per year | +15.8% | +8.9% |
| 5 years · per year | +3.8% | — |
| Worst drop · 1Y | −13.7% | −4.4% |
| Volatility · 1Y | 17.7% | 3.6% |
| Holdings | 379 | 216 |
| Assets | $5.4B | $224M |
| Leverage | None | None |
| Since | 2009 | 2021 |
Highlighted = best in the row. Returns include dividends.