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| Side by side | HIPS |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 1.09% |
| Cost per year on $10k | $109 |
| Trailing 12-mo yield | 12.03% |
| Income per year on $10k | $1,203 |
| YTD | −0.2% |
| 1 year | +1.3% |
| 3 years · per year | +7.9% |
| 5 years · per year | +2.5% |
| Worst drop · 1Y | −11.3% |
| Volatility · 1Y | 10.0% |
| Holdings | 41 |
| Assets | $95M |
| Leverage | None |
| Since | 2015 |
Highlighted = best in the row. Returns include dividends.