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HDEF and SCHY share 32.9% of their holdings.
| Side by side | EWL | HDEF | SCHY |
|---|---|---|---|
| Strategy | International · Region & country | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.09% | 0.08% |
| Cost per year on $10k | $50 | $9 | $8 |
| Trailing 12-mo yield | 1.68% | 3.68% | 3.54% |
| Income per year on $10k | $168 | $368 | $354 |
| YTD | +10.4% | +14.8% | +14.2% |
| 1 year | +19.0% | +21.0% | +21.2% |
| 3 years · per year | +17.9% | +21.0% | +19.6% |
| 5 years · per year | +7.9% | +13.2% | +9.7% |
| Worst drop · 1Y | −13.5% | −8.1% | −9.1% |
| Volatility · 1Y | 16.1% | 12.0% | 12.2% |
| Holdings | 40 | 120 | 135 |
| Assets | $3.1B | $2.4B | $2.7B |
| Leverage | None | None | None |
| Since | 1996 | 2015 | 2021 |
Highlighted = best in the row. Returns include dividends.