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FBDC and PBDC share 59.8% of their holdings.
| Side by side | FBDC | PBDC |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.95% | 11.77% |
| Cost per year on $10k | $95 | $1,177 |
| Trailing 12-mo yield |
| 11.80% |
| 11.29% |
| Income per year on $10k | $1,180 | $1,129 |
| YTD | −5.3% | −7.0% |
| 1 year | −4.9% | −6.5% |
| 3 years · per year | — | +6.2% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −15.7% | −15.6% |
| Volatility · 1Y | 18.5% | 19.4% |
| Holdings | 20 | 24 |
| Assets | $35M | $271M |
| Leverage | None | None |
| Since | 2007 | 2022 |
Highlighted = best in the row. Returns include dividends.