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HFSI and QTPI share 0.1% of their holdings.
| Side by side | HFSI | QTPI |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.49% | 0.60% |
| Cost per year on $10k | $49 | $60 |
| Trailing 12-mo yield | 5.83% | 4.46% |
| Income per year on $10k | $583 | $446 |
| YTD | −0.9% | −1.2% |
| 1 year | −0.2% | −0.4% |
| 3 years · per year | +8.5% | — |
| 5 years · per year | +2.4% | — |
| Worst drop · 1Y | −3.7% | −3.3% |
| Volatility · 1Y | 3.6% | 4.7% |
| Holdings | 1,127 | 0 |
| Assets | $1.2B | $77M |
| Leverage | None | None |
| Since | 2021 | 2024 |
Highlighted = best in the row. Returns include dividends.