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CHPY and TDIV share 23.7% of their holdings.
| Side by side | CHPY | TDIV |
|---|---|---|
| Strategy | Thematic Income · A basket | Thematic Income · A basket |
| Expense ratio | 1.03% | 0.50% |
| Cost per year on $10k | $103 | $50 |
| Trailing 12-mo yield | 50.57% | 1.41% |
| Income per year on $10k | $5,057 | $141 |
| YTD | +36.7% | +17.4% |
| 1 year | +37.1% | +13.1% |
| 3 years · per year | — | +29.8% |
| 5 years · per year | — | +16.4% |
| Worst drop · 1Y | −30.4% | −16.3% |
| Volatility · 1Y | 41.5% | 20.7% |
| Holdings | 0 | 87 |
| Assets | $1.3B | $4.4B |
| Leverage | None | None |
| Since | 2025 | 2012 |
Highlighted = best in the row. Returns include dividends.