Loading…
HDEF and IDHQ share 28.3% of their holdings.
| Side by side | HDEF | KXI | IDHQ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Consumer | International · Developed |
| Expense ratio | 0.09% | 0.38% | 0.29% |
| Cost per year on $10k | $9 | $38 | $29 |
| Trailing 12-mo yield | 3.71% | 2.26% | 1.91% |
| Income per year on $10k | $371 | $226 | $191 |
| YTD | +13.9% | +11.1% | +28.7% |
| 1 year | +19.0% | +11.7% | +30.7% |
| 3 years · per year | +20.6% | +11.0% | +23.1% |
| 5 years · per year | +13.0% | +5.6% | +10.2% |
| Worst drop · 1Y | −8.1% | −10.7% | −13.4% |
| Volatility · 1Y | 12.0% | 14.0% | 20.8% |
| Holdings | 120 | 92 | 185 |
| Assets | $2.3B | $1.2B | $1.2B |
| Leverage | None | None | None |
| Since | 2015 | 2006 | 2007 |
Highlighted = best in the row. Returns include dividends.