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HDMV and TPIF share 19.9% of their holdings.
| Side by side | ADVE | HDMV | TPIF |
|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Developed | International · Ex-US broad |
| Expense ratio | 0.79% | 0.80% | 0.62% |
| Cost per year on $10k | $79 | $80 | $62 |
| Trailing 12-mo yield | 2.41% | 4.72% | 2.71% |
| Income per year on $10k | $241 | $472 | $271 |
| YTD | +16.2% | +9.1% | +10.0% |
| 1 year | +17.6% | +10.6% | +12.8% |
| 3 years · per year | +19.8% | +16.9% | +20.7% |
| 5 years · per year | — | +7.3% | +8.1% |
| Worst drop · 1Y | −11.7% | −8.8% | −10.2% |
| Volatility · 1Y | 19.9% | 12.0% | 14.8% |
| Holdings | 68 | 150 | 0 |
| Assets | $9M | $15M | $266M |
| Leverage | None | None | None |
| Since | 2023 | 2016 | 2019 |
Highlighted = best in the row. Returns include dividends.