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SHRY and TEQI share 19.2% of their holdings.
| Side by side | SHRY | TEQI |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.54% |
| Cost per year on $10k | $60 | $54 |
| Trailing 12-mo yield | 1.52% | 1.45% |
| Income per year on $10k | $152 | $145 |
| YTD | +17.5% | +18.2% |
| 1 year | +19.5% | +23.6% |
| 3 years · per year | +19.9% | +19.8% |
| 5 years · per year | +9.4% | +10.4% |
| Worst drop · 1Y | −7.6% | −7.2% |
| Volatility · 1Y | 12.9% | 10.3% |
| Holdings | 50 | 116 |
| Assets | $17M | $469M |
| Leverage | None | None |
| Since | 2017 | 2020 |
Highlighted = best in the row. Returns include dividends.