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HEDJ and INEQ share 12.9% of their holdings.
| Side by side | HEDJ | INEQ |
|---|---|---|
| Strategy | International · Region & country | Income · Dividend stocks |
| Expense ratio | 0.58% | 0.45% |
| Cost per year on $10k | $58 | $45 |
| Trailing 12-mo yield | 1.84% | 10.20% |
| Income per year on $10k | $184 | $1,020 |
| YTD | +7.5% | +8.3% |
| 1 year | +9.8% | +15.1% |
| 3 years · per year | +16.2% | +22.0% |
| 5 years · per year | +10.4% | +12.7% |
| Worst drop · 1Y | −11.9% | −9.5% |
| Volatility · 1Y | 15.7% | 14.1% |
| Holdings | 135 | 0 |
| Assets | $1.7B | $92M |
| Leverage | None | None |
| Since | 2009 | 2016 |
Highlighted = best in the row. Returns include dividends.