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IAI and HQDG share 9.1% of their holdings.
| Side by side | IAI | HQDG |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.50% |
| Cost per year on $10k | $37 | $50 |
| Trailing 12-mo yield | 1.18% | 0.00% |
| Income per year on $10k | $118 | $0 |
| YTD | +1.5% | — |
| 1 year | +3.1% | — |
| 3 years · per year | +29.1% | — |
| 5 years · per year | +11.6% | — |
| Worst drop · 1Y | −16.5% | — |
| Volatility · 1Y | 20.6% | — |
| Holdings | 35 | 0 |
| Assets | $1.3B | $74M |
| Leverage | None | None |
| Since | 2006 | 2026 |
Highlighted = best in the row. Returns include dividends.