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COAL and FORH share 3.6% of their holdings.
| Side by side | COAL | FORH | HIPS |
|---|---|---|---|
| Strategy | International · Global | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.85% | 1.19% | 1.09% |
| Cost per year on $10k | $85 | $119 | $109 |
| Trailing 12-mo yield | 2.45% | 1.85% | 12.03% |
| Income per year on $10k | $245 | $185 | $1,203 |
| YTD | +7.3% | −1.5% | −0.2% |
| 1 year | +13.6% | −6.8% | +1.3% |
| 3 years · per year | — | +5.0% | +7.9% |
| 5 years · per year | — | +1.8% | +2.5% |
| Worst drop · 1Y | −21.7% | −10.5% | −11.3% |
| Volatility · 1Y | 28.4% | 14.4% | 10.0% |
| Holdings | 30 | 0 | 41 |
| Assets | $54M | $18M | $95M |
| Leverage | None | None | None |
| Since | 2024 | 2021 | 2015 |
Highlighted = best in the row. Returns include dividends.