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| Side by side | TPHD |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.52% |
| Cost per year on $10k | $52 |
| Trailing 12-mo yield | 1.87% |
| Income per year on $10k | $187 |
| YTD | +17.7% |
| 1 year | +19.3% |
| 3 years · per year | +16.8% |
| 5 years · per year | +9.8% |
| Worst drop · 1Y | −7.5% |
| Volatility · 1Y | 10.6% |
| Holdings | 0 |
| Assets | $398M |
| Leverage | None |
| Since | 2019 |
Highlighted = best in the row. Returns include dividends.