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SHRY and TEQI share 19.2% of their holdings.
| Side by side | IAK | SHRY | TEQI |
|---|---|---|---|
| Strategy | Sectors · Financials | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.60% | 0.54% |
| Cost per year on $10k | $37 | $60 | $54 |
| Trailing 12-mo yield | 2.40% | 1.55% | 1.44% |
| Income per year on $10k | $240 | $155 | $144 |
| YTD | +11.5% | +15.6% | +19.0% |
| 1 year | +20.9% | +14.0% | +22.8% |
| 3 years · per year | +19.2% | +18.8% | +19.8% |
| 5 years · per year | +14.2% | +9.1% | +10.7% |
| Worst drop · 1Y | −10.5% | −7.6% | −7.2% |
| Volatility · 1Y | 16.0% | 13.1% | 10.4% |
| Holdings | 65 | 50 | 116 |
| Assets | $460M | $17M | $468M |
| Leverage | None | None | None |
| Since | 2006 | 2017 | 2020 |
Highlighted = best in the row. Returns include dividends.