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HISF and AFIF share 2.2% of their holdings.
| Side by side | HISF | AFIF |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Core aggregate |
| Expense ratio | 0.10% | 0.85% |
| Cost per year on $10k | $10 | $85 |
| Trailing 12-mo yield | 5.24% | 4.20% |
| Income per year on $10k | $524 | $420 |
| YTD | −1.3% | +1.2% |
| 1 year | −0.5% | +2.2% |
| 3 years · per year | +5.7% | +6.1% |
| 5 years · per year | +1.1% | +3.6% |
| Worst drop · 1Y | −4.1% | −1.6% |
| Volatility · 1Y | 3.7% | 2.6% |
| Holdings | 11 | 4 |
| Assets | $88M | $673M |
| Leverage | None | None |
| Since | 2014 | 2018 |
Highlighted = best in the row. Returns include dividends.