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HIPS and ORR share 6.4% of their holdings.
| Side by side | HIPS | ORR |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 1.09% | 10.91% |
| Cost per year on $10k | $109 | $1,091 |
| Trailing 12-mo yield | 12.14% | 0.00% |
| Income per year on $10k | $1,214 | $0 |
| YTD | −1.1% | +13.7% |
| 1 year | +2.1% | +22.9% |
| 3 years · per year | +7.8% | — |
| 5 years · per year | +2.2% | — |
| Worst drop · 1Y | −11.3% | −9.9% |
| Volatility · 1Y | 10.0% | 14.1% |
| Holdings | 41 | 0 |
| Assets | $93M | $352M |
| Leverage | None | None |
| Since | 2015 | 2025 |
Highlighted = best in the row. Returns include dividends.