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PFLD and PSK share 17.8% of their holdings.
| Side by side | FPE | PFLD | PSK |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Ultra-short | Unsorted |
| Expense ratio | 0.83% | 0.45% | 0.45% |
| Cost per year on $10k | $83 | $45 | $45 |
| Trailing 12-mo yield | 6.37% | 5.56% | 7.60% |
| Income per year on $10k | $637 | $556 | $760 |
| YTD | −2.6% | +1.5% | −7.3% |
| 1 year | −2.8% | +1.7% | −9.6% |
| 3 years · per year | +8.9% | +4.7% | +3.3% |
| 5 years · per year | +2.0% | +0.6% | −2.4% |
| Worst drop · 1Y | −4.8% | −2.2% | −10.2% |
| Volatility · 1Y | 4.2% | 3.1% | 6.2% |
| Holdings | 263 | 334 | 165 |
| Assets | $5.8B | $372M | $615M |
| Leverage | None | None | None |
| Since | 2013 | 2019 | 2009 |
Highlighted = best in the row. Returns include dividends.