Loading…
XSHD and HSMV share 10.7% of their holdings.
| Side by side | XSHD | HSMV |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.30% | 0.80% |
| Cost per year on $10k | $30 | $80 |
| Trailing 12-mo yield | 5.00% | 4.38% |
| Income per year on $10k | $500 | $438 |
| YTD | +7.7% | +8.0% |
| 1 year | +9.7% | +10.5% |
| 3 years · per year | +5.0% | +12.1% |
| 5 years · per year | −4.6% | +4.0% |
| Worst drop · 1Y | −13.6% | −9.0% |
| Volatility · 1Y | 14.5% | 10.6% |
| Holdings | 57 | 151 |
| Assets | $64M | $5M |
| Leverage | None | None |
| Since | 2016 | 2020 |
Highlighted = best in the row. Returns include dividends.