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| Side by side | PQDI |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.60% |
| Cost per year on $10k | $60 |
| Trailing 12-mo yield | 5.86% |
| Income per year on $10k | $586 |
| YTD | −0.5% |
| 1 year | +0.3% |
| 3 years · per year | +8.5% |
| 5 years · per year | +2.6% |
| Worst drop · 1Y | −3.4% |
| Volatility · 1Y | 3.7% |
| Holdings | 126 |
| Assets | $122M |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.