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HDEF and KXI share 18.7% of their holdings.
| Side by side | HDEF | KXI |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Consumer |
| Expense ratio | 0.09% | 0.38% |
| Cost per year on $10k | $9 | $38 |
| Trailing 12-mo yield | 3.68% | 2.19% |
| Income per year on $10k | $368 | $219 |
| YTD | +14.8% | +14.5% |
| 1 year | +21.0% | +17.5% |
| 3 years · per year | +21.0% | +12.3% |
| 5 years · per year | +13.2% | +6.1% |
| Worst drop · 1Y | −8.1% | −10.7% |
| Volatility · 1Y | 12.0% | 14.0% |
| Holdings | 120 | 92 |
| Assets | $2.4B | $1.2B |
| Leverage | None | None |
| Since | 2015 | 2006 |
Highlighted = best in the row. Returns include dividends.