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EPP and AIA share 10.4% of their holdings.
| Side by side | EPP | AIA | IHDG |
|---|---|---|---|
| Strategy | International · Region & country | International · Region & country | Income · Dividend stocks |
| Expense ratio | 0.47% | 0.50% | 0.58% |
| Cost per year on $10k | $47 | $50 | $58 |
| Trailing 12-mo yield | 3.35% | 1.63% | 1.78% |
| Income per year on $10k | $335 | $163 | $178 |
| YTD | +12.3% | +35.4% | +9.0% |
| 1 year | +10.4% | +34.6% | +12.2% |
| 3 years · per year | +17.1% | +36.8% | +13.3% |
| 5 years · per year | +6.0% | +12.4% | +7.8% |
| Worst drop · 1Y | −8.8% | −16.8% | −10.5% |
| Volatility · 1Y | 15.5% | 32.5% | 14.0% |
| Holdings | 88 | 53 | 292 |
| Assets | $2.2B | $4.7B | $2.1B |
| Leverage | None | None | None |
| Since | 2001 | 2007 | 2014 |
Highlighted = best in the row. Returns include dividends.