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FBDC and PBDC share 59.8% of their holdings.
| Side by side | FBDC | PBDC | HIPS |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.95% | 11.77% | 1.09% |
| Cost per year on $10k | $95 | $1,177 | $109 |
| Trailing 12-mo yield | 11.71% | 11.24% | 12.14% |
| Income per year on $10k | $1,171 | $1,124 | $1,214 |
| YTD | −4.5% | −6.5% | −1.1% |
| 1 year | −2.0% | −3.4% | +2.1% |
| 3 years · per year | — | +6.6% | +7.8% |
| 5 years · per year | — | — | +2.2% |
| Worst drop · 1Y | −15.7% | −15.6% | −11.3% |
| Volatility · 1Y | 18.5% | 19.3% | 10.0% |
| Holdings | 20 | 24 | 41 |
| Assets | $38M | $275M | $93M |
| Leverage | None | None | None |
| Since | 2007 | 2022 | 2015 |
Highlighted = best in the row. Returns include dividends.