Loading…
CHPY and TDIV share 23.7% of their holdings.
| Side by side | CHPY | TDIV |
|---|---|---|
| Strategy | Thematic Income · A basket | Thematic Income · A basket |
| Expense ratio | 1.03% | 0.50% |
| Cost per year on $10k | $103 | $50 |
| Trailing 12-mo yield | 45.44% | 1.35% |
| Income per year on $10k | $4,544 | $135 |
| YTD | +52.2% | +22.5% |
| 1 year | +53.0% | +16.3% |
| 3 years · per year | — | +30.7% |
| 5 years · per year | — | +17.1% |
| Worst drop · 1Y | −27.6% | −16.3% |
| Volatility · 1Y | 40.7% | 20.5% |
| Holdings | 0 | 87 |
| Assets | $1.3B | $4.5B |
| Leverage | None | None |
| Since | 2025 | 2012 |
Highlighted = best in the row. Returns include dividends.