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COAL and DADS share 4.4% of their holdings.
| Side by side | COAL | DADS | HIPS |
|---|---|---|---|
| Strategy | International · Global | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.85% | 1.04% | 1.09% |
| Cost per year on $10k | $85 | $104 | $109 |
| Trailing 12-mo yield | 2.56% | 5.91% | 12.14% |
| Income per year on $10k | $256 | $591 | $1,214 |
| YTD | +2.8% | −1.0% | −1.1% |
| 1 year | +7.6% | −13.0% | +2.1% |
| 3 years · per year | — | — | +7.8% |
| 5 years · per year | — | — | +2.2% |
| Worst drop · 1Y | −21.7% | −15.1% | −11.3% |
| Volatility · 1Y | 28.5% | 17.7% | 10.0% |
| Holdings | 30 | 0 | 41 |
| Assets | $54M | $9M | $93M |
| Leverage | None | None | None |
| Since | 2024 | 2025 | 2015 |
Highlighted = best in the row. Returns include dividends.