Loading…
MLPA and BKGI share 6.7% of their holdings.
| Side by side | MLPA | BKGI | FLHY |
|---|---|---|---|
| Strategy | Sectors · Energy | Income · Dividend stocks | Bonds & Cash · High yield |
| Expense ratio | 0.77% | 0.65% | 0.40% |
| Cost per year on $10k | $77 | $65 | $40 |
| Trailing 12-mo yield | 7.40% | 3.04% | 7.35% |
| Income per year on $10k | $740 | $304 | $735 |
| YTD | +18.8% | +8.0% | +0.4% |
| 1 year | +21.4% | +10.0% | +2.1% |
| 3 years · per year | +15.4% | +22.7% | +8.9% |
| 5 years · per year | +15.6% | — | +4.1% |
| Worst drop · 1Y | −7.8% | −10.5% | −3.1% |
| Volatility · 1Y | 12.7% | 11.8% | 3.9% |
| Holdings | 20 | 37 | 291 |
| Assets | $2.4B | $1.9B | $1.2B |
| Leverage | None | None | None |
| Since | 2012 | 2022 | 2018 |
Highlighted = best in the row. Returns include dividends.