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FPE and HFSI share 0.1% of their holdings.
| Side by side | FPE | HFSI |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.83% | 0.49% |
| Cost per year on $10k | $83 | $49 |
| Trailing 12-mo yield | 6.37% | 5.77% |
| Income per year on $10k | $637 | $577 |
| YTD | −2.6% | −0.9% |
| 1 year | −2.8% | −0.9% |
| 3 years · per year | +8.9% | +8.5% |
| 5 years · per year | +2.0% | +2.4% |
| Worst drop · 1Y | −4.8% | −3.7% |
| Volatility · 1Y | 4.2% | 3.7% |
| Holdings | 263 | 1,127 |
| Assets | $5.8B | $1.2B |
| Leverage | None | None |
| Since | 2013 | 2021 |
Highlighted = best in the row. Returns include dividends.