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FBDC and HIPS share 14.5% of their holdings.
| Side by side | FBDC | HIPS |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.95% | 1.09% |
| Cost per year on $10k | $95 | $109 |
| Trailing 12-mo yield | 11.71% | 12.14% |
| Income per year on $10k | $1,171 | $1,214 |
| YTD | −4.5% | −1.1% |
| 1 year | −2.0% | +2.1% |
| 3 years · per year | — | +7.8% |
| 5 years · per year | — | +2.2% |
| Worst drop · 1Y | −15.7% | −11.3% |
| Volatility · 1Y | 18.5% | 10.0% |
| Holdings | 20 | 41 |
| Assets | $38M | $93M |
| Leverage | None | None |
| Since | 2007 | 2015 |
Highlighted = best in the row. Returns include dividends.