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CEFZ and HYIN share 10.5% of their holdings.
| Side by side | CEFZ | HYIN |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Corporate |
| Expense ratio | 2.82% | 0.50% |
| Cost per year on $10k | $282 | $50 |
| Trailing 12-mo yield | 10.33% | 14.95% |
| Income per year on $10k | $1,033 | $1,495 |
| YTD | +3.6% | −15.5% |
| 1 year | +5.8% | −14.1% |
| 3 years · per year | — | +1.8% |
| 5 years · per year | — | −3.5% |
| Worst drop · 1Y | −6.8% | −20.5% |
| Volatility · 1Y | 10.6% | 14.1% |
| Holdings | 46 | 36 |
| Assets | $40M | $45M |
| Leverage | None | None |
| Since | 2006 | 2021 |
Highlighted = best in the row. Returns include dividends.