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GTO and PQDI share 0.1% of their holdings.
| Side by side | GTO | PQDI |
|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.60% |
| Cost per year on $10k | $35 | $60 |
| Trailing 12-mo yield | 4.94% | 6.41% |
| Income per year on $10k | $494 | $641 |
| YTD | −1.0% | −1.3% |
| 1 year | −0.6% | −0.3% |
| 3 years · per year | +5.7% | +8.3% |
| 5 years · per year | −0.3% | +2.5% |
| Worst drop · 1Y | −4.6% | −3.9% |
| Volatility · 1Y | 3.7% | 3.7% |
| Holdings | 1,908 | 126 |
| Assets | $2.6B | $123M |
| Leverage | None | None |
| Since | 2016 | 2020 |
Highlighted = best in the row. Returns include dividends.