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| Side by side | PBDC |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 11.77% |
| Cost per year on $10k | $1,177 |
| Trailing 12-mo yield | 11.29% |
| Income per year on $10k | $1,129 |
| YTD | −7.0% |
| 1 year | −6.5% |
| 3 years · per year | +6.2% |
| 5 years · per year | — |
| Worst drop · 1Y | −15.6% |
| Volatility · 1Y | 19.4% |
| Holdings | 24 |
| Assets | $271M |
| Leverage | None |
| Since | 2022 |
Highlighted = best in the row. Returns include dividends.