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EWL and HDEF share 20.6% of their holdings.
| Side by side | EWL | HDEF | KXI |
|---|---|---|---|
| Strategy | International · Region & country | Income · Dividend stocks | Sectors · Consumer |
| Expense ratio | 0.50% | 0.09% | 0.38% |
| Cost per year on $10k | $50 | $9 | $38 |
| Trailing 12-mo yield | 1.70% | 3.71% | 2.26% |
| Income per year on $10k | $170 | $371 | $226 |
| YTD | +8.9% | +13.9% | +11.1% |
| 1 year | +16.2% | +19.0% | +11.7% |
| 3 years · per year | +16.9% | +20.6% | +11.0% |
| 5 years · per year | +7.5% | +13.0% | +5.6% |
| Worst drop · 1Y | −13.5% | −8.1% | −10.7% |
| Volatility · 1Y | 16.1% | 12.0% | 14.0% |
| Holdings | 40 | 120 | 92 |
| Assets | $3.0B | $2.3B | $1.2B |
| Leverage | None | None | None |
| Since | 1996 | 2015 | 2006 |
Highlighted = best in the row. Returns include dividends.