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FTRI and HAP share 7.8% of their holdings.
| Side by side | FTRI | HAP |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.70% | 0.41% |
| Cost per year on $10k | $70 | $41 |
| Trailing 12-mo yield | 2.10% | 1.85% |
| Income per year on $10k | $210 | $185 |
| YTD | +8.5% | +22.7% |
| 1 year | +15.3% | +31.7% |
| 3 years · per year | +14.5% | +19.3% |
| 5 years · per year | +9.7% | +11.7% |
| Worst drop · 1Y | −17.0% | −9.1% |
| Volatility · 1Y | 19.4% | 16.3% |
| Holdings | 50 | 146 |
| Assets | $114M | $326M |
| Leverage | None | None |
| Since | 2010 | 2008 |
Highlighted = best in the row. Returns include dividends.