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BLUI and HISF share 6.9% of their holdings.
| Side by side | BLUI | HISF |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.80% | 0.10% |
| Cost per year on $10k | $80 | $10 |
| Trailing 12-mo yield | 5.65% | 5.25% |
| Income per year on $10k | $565 | $525 |
| YTD | +2.9% | −1.5% |
| 1 year | +3.2% | −1.2% |
| 3 years · per year | — | +5.5% |
| 5 years · per year | — | +1.1% |
| Worst drop · 1Y | −3.7% | −4.1% |
| Volatility · 1Y | 4.1% | 3.7% |
| Holdings | 7 | 11 |
| Assets | $121M | $88M |
| Leverage | None | None |
| Since | 2025 | 2014 |
Highlighted = best in the row. Returns include dividends.