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PPH and FDL share 8.0% of their holdings.
| Side by side | PPH | FDL |
|---|---|---|
| Strategy | Sectors · Health care | Income · Dividend stocks |
| Expense ratio | 0.36% | 0.43% |
| Cost per year on $10k | $36 | $43 |
| Trailing 12-mo yield | 1.83% | 3.64% |
| Income per year on $10k | $183 | $364 |
| YTD | +15.3% | +23.5% |
| 1 year | +30.5% | +28.3% |
| 3 years · per year | +16.8% | +23.3% |
| 5 years · per year | +11.7% | +14.6% |
| Worst drop · 1Y | −10.8% | −7.2% |
| Volatility · 1Y | 18.4% | 12.4% |
| Holdings | 26 | 100 |
| Assets | $1.0B | $8.1B |
| Leverage | None | None |
| Since | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.