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RDFI and PCEF share 13.9% of their holdings.
| Side by side | RDFI | HYIN | PCEF |
|---|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Bonds & Cash · Corporate | Income · Dividend stocks |
| Expense ratio | 4.23% | 0.50% | 2.76% |
| Cost per year on $10k | $423 | $50 | $276 |
| Trailing 12-mo yield | 8.90% | 14.91% | 7.68% |
| Income per year on $10k | $890 | $1,491 | $768 |
| YTD | −2.2% | −15.3% | +3.1% |
| 1 year | −2.2% | −15.6% | +3.8% |
| 3 years · per year | +11.3% | +1.3% | +14.8% |
| 5 years · per year | +1.7% | −3.4% | +3.9% |
| Worst drop · 1Y | −9.4% | −20.5% | −8.3% |
| Volatility · 1Y | 8.3% | 14.0% | 9.8% |
| Holdings | 37 | 36 | 106 |
| Assets | $74M | $45M | $745M |
| Leverage | None | None | None |
| Since | 2020 | 2021 | 2010 |
Highlighted = best in the row. Returns include dividends.