Loading…
DIV and EHLS share 2.4% of their holdings.
| Side by side | DIV | EHLS |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.45% | 2.62% |
| Cost per year on $10k | $45 | $262 |
| Trailing 12-mo yield | 6.51% | 0.00% |
| Income per year on $10k | $651 | $0 |
| YTD | +17.7% | +1.2% |
| 1 year | +22.2% | −0.1% |
| 3 years · per year | +14.8% | — |
| 5 years · per year | +5.7% | — |
| Worst drop · 1Y | −5.4% | −13.8% |
| Volatility · 1Y | 10.2% | 18.7% |
| Holdings | 50 | 10 |
| Assets | $777M | $55M |
| Leverage | None | None |
| Since | 2013 | 2024 |
Highlighted = best in the row. Returns include dividends.