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FDL and IHE share 7.7% of their holdings.
| Side by side | FDL | IHE |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Health care |
| Expense ratio | 0.43% | 0.37% |
| Cost per year on $10k | $43 | $37 |
| Trailing 12-mo yield | 3.64% | 1.34% |
| Income per year on $10k | $364 | $134 |
| YTD | +23.5% | +26.8% |
| 1 year | +28.3% | +45.9% |
| 3 years · per year | +23.3% | +24.4% |
| 5 years · per year | +14.6% | +13.3% |
| Worst drop · 1Y | −7.2% | −9.7% |
| Volatility · 1Y | 12.4% | 18.7% |
| Holdings | 100 | 53 |
| Assets | $8.1B | $1.6B |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.