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| Side by side | HFSI |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.49% |
| Cost per year on $10k | $49 |
| Trailing 12-mo yield | 5.77% |
| Income per year on $10k | $577 |
| YTD | −0.9% |
| 1 year | −0.9% |
| 3 years · per year | +8.5% |
| 5 years · per year | +2.4% |
| Worst drop · 1Y | −3.7% |
| Volatility · 1Y | 3.7% |
| Holdings | 1,127 |
| Assets | $1.2B |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.