Loading…
PFF and FPE share 11.8% of their holdings.
| Side by side | PFF | FPE | CWB | FPEI |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Bonds & Cash · Other bonds | Income · Dividend stocks |
| Expense ratio | 0.45% | 0.83% | 0.40% | 0.85% |
| Cost per year on $10k | $45 | $83 | $40 | $85 |
| Trailing 12-mo yield | 5.69% | 6.37% | 1.64% | 6.09% |
| Income per year on $10k | $569 | $637 | $164 | $609 |
| YTD | −3.5% | −2.6% | +9.5% | −0.5% |
| 1 year | −4.4% | −2.8% | +5.4% | +0.0% |
| 3 years · per year | +6.1% | +8.9% | +15.8% | +9.7% |
| 5 years · per year | −0.3% | +2.0% | +3.8% | +3.4% |
| Worst drop · 1Y | −7.3% | −4.8% | −13.7% | −3.8% |
| Volatility · 1Y | 7.7% | 4.2% | 17.7% | 4.0% |
| Holdings | 453 | 263 | 379 | 177 |
| Assets | $11.8B | $5.8B | $5.4B | $1.9B |
| Leverage | None | None | None | None |
| Since | 2007 | 2013 | 2009 | 2017 |
Highlighted = best in the row. Returns include dividends.