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FTA and FXR share 14.6% of their holdings.
| Side by side | FTA | BAMD | FXR |
|---|---|---|---|
| Strategy | US Stock Styles · Value | Income · Dividend stocks | Sectors · Industrials |
| Expense ratio | 0.58% | 0.95% | 0.60% |
| Cost per year on $10k | $58 | $95 | $60 |
| Trailing 12-mo yield | 1.70% | 3.26% | 0.76% |
| Income per year on $10k | $170 | $326 | $76 |
| YTD | +21.4% | +18.7% | +9.8% |
| 1 year | +26.0% | +16.9% | +10.3% |
| 3 years · per year | +20.5% | +16.5% | +17.7% |
| 5 years · per year | +10.9% | — | +8.4% |
| Worst drop · 1Y | −8.1% | −8.3% | −13.7% |
| Volatility · 1Y | 11.3% | 10.5% | 19.2% |
| Holdings | 187 | 69 | 159 |
| Assets | $1.4B | $99M | $693M |
| Leverage | None | None | None |
| Since | 2007 | 2023 | 2007 |
Highlighted = best in the row. Returns include dividends.