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HISF and FTBI share 29.8% of their holdings.
| Side by side | HISF | FTBI |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.10% | 0.25% |
| Cost per year on $10k | $10 | $25 |
| Trailing 12-mo yield | 5.25% | 7.85% |
| Income per year on $10k | $525 | $785 |
| YTD | −1.5% | +6.6% |
| 1 year | −1.2% | +7.1% |
| 3 years · per year | +5.5% | — |
| 5 years · per year | +1.1% | — |
| Worst drop · 1Y | −4.1% | −5.3% |
| Volatility · 1Y | 3.7% | 7.6% |
| Holdings | 11 | 15 |
| Assets | $88M | $30M |
| Leverage | None | None |
| Since | 2014 | 2025 |
Highlighted = best in the row. Returns include dividends.