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HVAC and JIII share 0.1% of their holdings.
| Side by side | HVAC | JIII |
|---|---|---|
| Strategy | Sectors · Industrials | Income · Dividend stocks |
| Expense ratio | 2.06% | 0.56% |
| Cost per year on $10k | $206 | $56 |
| Trailing 12-mo yield | 0.21% | 7.66% |
| Income per year on $10k | $21 | $766 |
| YTD | −2.2% | +0.2% |
| 1 year | −7.5% | +1.3% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −30.7% | −2.7% |
| Volatility · 1Y | 36.4% | 3.7% |
| Holdings | 27 | 549 |
| Assets | $11M | $337M |
| Leverage | None | None |
| Since | 2025 | 2024 |
Highlighted = best in the row. Returns include dividends.