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HIPS and ALTY share 5.0% of their holdings.
| Side by side | HIPS | ALTY |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.09% | 0.50% |
| Cost per year on $10k | $109 | $50 |
| Trailing 12-mo yield | 12.03% | 7.94% |
| Income per year on $10k | $1,203 | $794 |
| YTD | −0.2% | +4.9% |
| 1 year | +1.3% | +6.2% |
| 3 years · per year | +7.9% | +12.3% |
| 5 years · per year | +2.5% | +4.7% |
| Worst drop · 1Y | −11.3% | −5.2% |
| Volatility · 1Y | 10.0% | 6.0% |
| Holdings | 41 | 20 |
| Assets | $95M | $46M |
| Leverage | None | None |
| Since | 2015 | 2015 |
Highlighted = best in the row. Returns include dividends.