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PFXF and PFF share 32.1% of their holdings.
| Side by side | PFXF | PFF | FBND |
|---|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks | Bonds & Cash · Core aggregate |
| Expense ratio | 0.40% | 0.45% | 0.36% |
| Cost per year on $10k | $40 | $45 | $36 |
| Trailing 12-mo yield | 7.02% | 6.40% | 4.80% |
| Income per year on $10k | $702 | $640 | $480 |
| YTD | −3.1% | −5.0% | −0.8% |
| 1 year | −1.4% | −4.8% | −0.6% |
| 3 years · per year | +8.6% | +5.9% | +5.7% |
| 5 years · per year | +1.3% | −0.6% | +0.5% |
| Worst drop · 1Y | −11.6% | −8.8% | −4.7% |
| Volatility · 1Y | 11.1% | 7.7% | 4.0% |
| Holdings | 116 | 455 | 2,742 |
| Assets | $2.2B | $11.6B | $27.9B |
| Leverage | None | None | None |
| Since | 2012 | 2007 | 2014 |
Highlighted = best in the row. Returns include dividends.