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HDEF and IGRO share 26.0% of their holdings.
| Side by side | HDEF | IHDG | IGRO |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.09% | 0.58% | 0.15% |
| Cost per year on $10k | $9 | $58 | $15 |
| Trailing 12-mo yield | 3.68% | 1.79% | 2.61% |
| Income per year on $10k | $368 | $179 | $261 |
| YTD | +14.8% | +8.7% | +14.3% |
| 1 year | +21.0% | +12.3% | +19.4% |
| 3 years · per year | +21.0% | +13.6% | +20.5% |
| 5 years · per year | +13.2% | +7.5% | +9.4% |
| Worst drop · 1Y | −8.1% | −10.5% | −10.0% |
| Volatility · 1Y | 12.0% | 14.0% | 12.9% |
| Holdings | 120 | 292 | 547 |
| Assets | $2.4B | $2.1B | $1.3B |
| Leverage | None | None | None |
| Since | 2015 | 2014 | 2016 |
Highlighted = best in the row. Returns include dividends.