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XAGG and FCVT share 0.0% of their holdings.
| Side by side | XAGG | FCVT |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 0.50% | 0.95% |
| Cost per year on $10k | $50 | $95 |
| Trailing 12-mo yield | 6.88% | 1.24% |
| Income per year on $10k | $688 | $124 |
| YTD | +1.3% | +3.0% |
| 1 year | — | +0.7% |
| 3 years · per year | — | +15.9% |
| 5 years · per year | — | +2.5% |
| Worst drop · 1Y | — | −19.3% |
| Volatility · 1Y | — | 20.8% |
| Holdings | 362 | 123 |
| Assets | $2.2B | $78M |
| Leverage | None | None |
| Since | 1997 | 2015 |
Highlighted = best in the row. Returns include dividends.