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FIXD and UCON share 0.2% of their holdings.
| Side by side | FPE | FIXD | UCON |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds |
| Expense ratio | 0.83% | 0.65% | 0.86% |
| Cost per year on $10k | $83 | $65 | $86 |
| Trailing 12-mo yield | 6.36% | 4.84% | 4.79% |
| Income per year on $10k | $636 | $484 | $479 |
| YTD | −2.4% | −2.1% | −1.4% |
| 1 year | −2.2% | −1.8% | −0.7% |
| 3 years · per year | +9.3% | +5.1% | +5.3% |
| 5 years · per year | +2.0% | −0.8% | +2.3% |
| Worst drop · 1Y | −4.8% | −5.4% | −3.7% |
| Volatility · 1Y | 4.2% | 4.3% | 3.4% |
| Holdings | 263 | 412 | 453 |
| Assets | $5.8B | $2.8B | $3.1B |
| Leverage | None | None | None |
| Since | 2013 | 2017 | 2018 |
Highlighted = best in the row. Returns include dividends.