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PBDC and FXED share 14.9% of their holdings.
| Side by side | PBDC | FXED |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 11.77% | 0.49% |
| Cost per year on $10k | $1,177 | $49 |
| Trailing 12-mo yield | 11.24% | 7.49% |
| Income per year on $10k | $1,124 | $749 |
| YTD | −6.5% | −3.3% |
| 1 year | −3.4% | −2.1% |
| 3 years · per year | +6.6% | +6.7% |
| 5 years · per year | — | +1.3% |
| Worst drop · 1Y | −15.6% | −6.4% |
| Volatility · 1Y | 19.3% | 8.7% |
| Holdings | 24 | 0 |
| Assets | $275M | $40M |
| Leverage | None | None |
| Since | 2022 | 2020 |
Highlighted = best in the row. Returns include dividends.