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BUCK and HIGH share 84.8% of their holdings.
| Side by side | BUCK | HIGH |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.50% |
| Cost per year on $10k |
| $35 |
| $50 |
| Trailing 12-mo yield | 6.90% | 6.25% |
| Income per year on $10k | $690 | $625 |
| YTD | +2.3% | −2.0% |
| 1 year | +2.8% | −6.2% |
| 3 years · per year | +4.7% | +1.5% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −1.6% | −7.1% |
| Volatility · 1Y | 2.6% | 7.6% |
| Holdings | 9 | 38 |
| Assets | $515M | $56M |
| Leverage | None | None |
| Since | 2022 | 2022 |
Highlighted = best in the row. Returns include dividends.