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KBWD and HIPS share 24.7% of their holdings.
| Side by side | BIZD | KBWD | HIPS |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 9.69% | 5.39% | 1.09% |
| Cost per year on $10k | $969 | $539 | $109 |
| Trailing 12-mo yield | 12.42% | 15.90% | 12.14% |
| Income per year on $10k | $1,242 | $1,591 | $1,214 |
| YTD | −2.9% | −13.5% | −1.1% |
| 1 year | −0.3% | −9.6% | +2.1% |
| 3 years · per year | +5.9% | +5.3% | +7.8% |
| 5 years · per year | +4.4% | −2.3% | +2.2% |
| Worst drop · 1Y | −15.4% | −24.4% | −11.3% |
| Volatility · 1Y | 19.2% | 17.2% | 10.0% |
| Holdings | 35 | 37 | 41 |
| Assets | $1.5B | $332M | $93M |
| Leverage | None | None | None |
| Since | 2013 | 2010 | 2015 |
Highlighted = best in the row. Returns include dividends.