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HDEF and IDHQ share 28.3% of their holdings.
| Side by side | HDEF | IDHQ | IXJ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Developed | Sectors · Health care |
| Expense ratio | 0.09% | 0.29% | 0.38% |
| Cost per year on $10k | $9 | $29 | $38 |
| Trailing 12-mo yield | 3.71% | 1.91% | 1.29% |
| Income per year on $10k | $371 | $191 | $129 |
| YTD | +13.9% | +28.7% | +15.7% |
| 1 year | +19.0% | +30.7% | +23.4% |
| 3 years · per year | +20.6% | +23.1% | +12.8% |
| 5 years · per year | +13.0% | +10.2% | +6.9% |
| Worst drop · 1Y | −8.1% | −13.4% | −10.8% |
| Volatility · 1Y | 12.0% | 20.8% | 15.8% |
| Holdings | 120 | 185 | 109 |
| Assets | $2.3B | $1.2B | $4.6B |
| Leverage | None | None | None |
| Since | 2015 | 2007 | 2001 |
Highlighted = best in the row. Returns include dividends.