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FICS and HDMV share 11.6% of their holdings.
| Side by side | FICS | ADVE | HDMV |
|---|---|---|---|
| Strategy | International · Developed | Income · Dividend stocks | International · Developed |
| Expense ratio | 0.70% | 0.79% | 0.80% |
| Cost per year on $10k | $70 | $79 | $80 |
| Trailing 12-mo yield | 1.87% | 2.41% | 4.72% |
| Income per year on $10k | $187 | $241 | $472 |
| YTD | +5.4% | +16.2% | +9.1% |
| 1 year | +8.3% | +17.6% | +10.6% |
| 3 years · per year | +14.4% | +19.8% | +16.9% |
| 5 years · per year | +5.2% | — | +7.3% |
| Worst drop · 1Y | −10.3% | −11.7% | −8.8% |
| Volatility · 1Y | 13.6% | 19.9% | 12.0% |
| Holdings | 51 | 68 | 150 |
| Assets | $202M | $9M | $15M |
| Leverage | None | None | None |
| Since | 2020 | 2023 | 2016 |
Highlighted = best in the row. Returns include dividends.