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HYIN and YYY share 9.2% of their holdings.
| Side by side | HYIN | YYY |
|---|---|---|
| Strategy | Bonds & Cash · Corporate | Income · Dividend stocks |
| Expense ratio | 0.50% | 3.23% |
| Cost per year on $10k | $50 | $323 |
| Trailing 12-mo yield | 14.91% | 15.03% |
| Income per year on $10k | $1,491 | $1,503 |
| YTD | −15.3% | −0.9% |
| 1 year | −15.6% | −1.0% |
| 3 years · per year | +1.3% | +12.0% |
| 5 years · per year | −3.4% | +2.0% |
| Worst drop · 1Y | −20.5% | −10.3% |
| Volatility · 1Y | 14.0% | 9.7% |
| Holdings | 36 | 60 |
| Assets | $45M | $671M |
| Leverage | None | None |
| Since | 2021 | 2012 |
Highlighted = best in the row. Returns include dividends.