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JPRF and HFSI share 0.1% of their holdings.
| Side by side | JPRF | HFSI |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.61% | 0.49% |
| Cost per year on $10k | $61 | $49 |
| Trailing 12-mo yield | 1.94% | 5.83% |
| Income per year on $10k | $194 | $583 |
| YTD | — | −0.9% |
| 1 year | — | −0.2% |
| 3 years · per year | — | +8.5% |
| 5 years · per year | — | +2.4% |
| Worst drop · 1Y | — | −3.7% |
| Volatility · 1Y | — | 3.6% |
| Holdings | 199 | 1,127 |
| Assets | $2.2B | $1.2B |
| Leverage | None | None |
| Since | 2022 | 2021 |
Highlighted = best in the row. Returns include dividends.