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JPRF and CSPF share 2.2% of their holdings.
| Side by side | JPRF | PFLD | CSPF |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Ultra-short | Income · Dividend stocks |
| Expense ratio | 0.61% | 0.45% | 0.59% |
| Cost per year on $10k | $61 | $45 | $59 |
| Trailing 12-mo yield | 1.43% | 5.56% | 5.59% |
| Income per year on $10k | $143 | $556 | $559 |
| YTD | — | +1.5% | +1.1% |
| 1 year | — | +1.7% | +1.2% |
| 3 years · per year | — | +4.7% | — |
| 5 years · per year | — | +0.6% | — |
| Worst drop · 1Y | — | −2.2% | −3.2% |
| Volatility · 1Y | — | 3.1% | 4.1% |
| Holdings | 199 | 334 | 218 |
| Assets | $2.2B | $372M | $18M |
| Leverage | None | None | None |
| Since | 2022 | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.