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HDEF and IQDF share 13.6% of their holdings.
| Side by side | HDEF | IQDF |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.09% | 0.49% |
| Cost per year on $10k | $9 | $49 |
| Trailing 12-mo yield | 3.71% | 3.49% |
| Income per year on $10k | $371 | $349 |
| YTD | +13.9% | +15.3% |
| 1 year | +19.0% | +20.7% |
| 3 years · per year | +20.6% | +24.0% |
| 5 years · per year | +13.0% | +11.1% |
| Worst drop · 1Y | −8.1% | −10.0% |
| Volatility · 1Y | 12.0% | 16.2% |
| Holdings | 120 | 254 |
| Assets | $2.3B | $1.1B |
| Leverage | None | None |
| Since | 2015 | 2013 |
Highlighted = best in the row. Returns include dividends.