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HDEF and IXJ share 10.2% of their holdings.
| Side by side | HDEF | IXJ |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Health care |
| Expense ratio | 0.09% | 0.38% |
| Cost per year on $10k | $9 | $38 |
| Trailing 12-mo yield | 3.68% | 1.28% |
| Income per year on $10k | $368 | $128 |
| YTD | +14.8% | +16.6% |
| 1 year | +21.0% | +25.2% |
| 3 years · per year | +21.0% | +13.9% |
| 5 years · per year | +13.2% | +6.9% |
| Worst drop · 1Y | −8.1% | −10.8% |
| Volatility · 1Y | 12.0% | 15.8% |
| Holdings | 120 | 109 |
| Assets | $2.4B | $4.6B |
| Leverage | None | None |
| Since | 2015 | 2001 |
Highlighted = best in the row. Returns include dividends.