Loading…
HIPS and DIV share 11.2% of their holdings.
| Side by side | HIPS | DIV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.09% | 0.45% |
| Cost per year on $10k | $109 | $45 |
| Trailing 12-mo yield | 12.14% | 6.51% |
| Income per year on $10k | $1,214 | $651 |
| YTD | −1.1% | +17.7% |
| 1 year | +2.1% | +22.2% |
| 3 years · per year | +7.8% | +14.8% |
| 5 years · per year | +2.2% | +5.7% |
| Worst drop · 1Y | −11.3% | −5.4% |
| Volatility · 1Y | 10.0% | 10.2% |
| Holdings | 41 | 50 |
| Assets | $93M | $777M |
| Leverage | None | None |
| Since | 2015 | 2013 |
Highlighted = best in the row. Returns include dividends.