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FTCS and CGBL share 8.2% of their holdings.
| Side by side | PBPH | FTCS | CGBL |
|---|---|---|---|
| Strategy | Sectors · Health care | Unsorted | Unsorted |
| Expense ratio | 0.13% | 0.53% | 0.33% |
| Cost per year on $10k | $13 | $53 | $33 |
| Trailing 12-mo yield | 0.07% | 1.12% | 1.94% |
| Income per year on $10k | $7 | $112 | $194 |
| YTD | +21.9% | +11.3% | +6.4% |
| 1 year | — | +11.3% | +7.2% |
| 3 years · per year | — | +13.1% | +16.7% |
| 5 years · per year | — | +6.5% | — |
| Worst drop · 1Y | — | −8.1% | −7.9% |
| Volatility · 1Y | — | 11.1% | 10.5% |
| Holdings | 0 | 50 | 74 |
| Assets | $1.1B | $7.8B | $8.0B |
| Leverage | None | None | None |
| Since | 2025 | 2006 | 2023 |
Highlighted = best in the row. Returns include dividends.