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EPRF and PQDI share 3.0% of their holdings.
| Side by side | EPRF | PQDI |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.47% | 0.60% |
| Cost per year on $10k | $47 | $60 |
| Trailing 12-mo yield | 6.52% | 5.86% |
| Income per year on $10k | $652 | $586 |
| YTD | −7.4% | −0.5% |
| 1 year | −9.4% | +0.3% |
| 3 years · per year | +3.1% | +8.5% |
| 5 years · per year | −3.2% | +2.6% |
| Worst drop · 1Y | −10.3% | −3.4% |
| Volatility · 1Y | 7.6% | 3.7% |
| Holdings | 80 | 126 |
| Assets | $63M | $122M |
| Leverage | None | None |
| Since | 2016 | 2020 |
Highlighted = best in the row. Returns include dividends.