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IDHQ and HDEF share 28.3% of their holdings.
| Side by side | EWL | IDHQ | HDEF |
|---|---|---|---|
| Strategy | International · Region & country | International · Developed | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.29% | 0.09% |
| Cost per year on $10k | $50 | $29 | $9 |
| Trailing 12-mo yield | 1.70% | 1.91% | 3.71% |
| Income per year on $10k | $170 | $191 | $371 |
| YTD | +8.9% | +28.7% | +13.9% |
| 1 year | +16.2% | +30.7% | +19.0% |
| 3 years · per year | +16.9% | +23.1% | +20.6% |
| 5 years · per year | +7.5% | +10.2% | +13.0% |
| Worst drop · 1Y | −13.5% | −13.4% | −8.1% |
| Volatility · 1Y | 16.1% | 20.8% | 12.0% |
| Holdings | 40 | 185 | 120 |
| Assets | $3.0B | $1.2B | $2.3B |
| Leverage | None | None | None |
| Since | 1996 | 2007 | 2015 |
Highlighted = best in the row. Returns include dividends.