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FPFD and JHPI share 6.2% of their holdings.
| Side by side | FPFD | JHPI |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.54% |
| Cost per year on $10k | $59 | $54 |
| Trailing 12-mo yield | 5.68% | 6.20% |
| Income per year on $10k | $568 | $620 |
| YTD | −3.0% | −1.5% |
| 1 year | −3.4% | −1.8% |
| 3 years · per year | +6.9% | +8.9% |
| 5 years · per year | +0.6% | — |
| Worst drop · 1Y | −4.9% | −4.4% |
| Volatility · 1Y | 3.3% | 3.6% |
| Holdings | 213 | 216 |
| Assets | $76M | $224M |
| Leverage | None | None |
| Since | 2021 | 2021 |
Highlighted = best in the row. Returns include dividends.