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PFF and FPE share 11.8% of their holdings.
| Side by side | PFF | FPE | FPEI |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.45% | 0.83% | 0.85% |
| Cost per year on $10k | $45 | $83 | $85 |
| Trailing 12-mo yield | 6.40% | 6.36% | 6.08% |
| Income per year on $10k | $640 | $636 | $608 |
| YTD | −5.0% | −2.4% | −0.4% |
| 1 year | −4.8% | −2.2% | +0.3% |
| 3 years · per year | +5.9% | +9.3% | +9.9% |
| 5 years · per year | −0.6% | +2.0% | +3.4% |
| Worst drop · 1Y | −8.8% | −4.8% | −3.8% |
| Volatility · 1Y | 7.7% | 4.2% | 4.0% |
| Holdings | 455 | 263 | 177 |
| Assets | $11.6B | $5.8B | $1.9B |
| Leverage | None | None | None |
| Since | 2007 | 2013 | 2017 |
Highlighted = best in the row. Returns include dividends.