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| Side by side | HNDL |
|---|---|
| Strategy | US Stock Styles · Large cap |
| Expense ratio | 0.95% |
| Cost per year on $10k | $95 |
| Trailing 12-mo yield | 7.09% |
| Income per year on $10k | $709 |
| YTD | +6.2% |
| 1 year | +5.0% |
| 3 years · per year | +13.4% |
| 5 years · per year | +4.1% |
| Worst drop · 1Y | −4.9% |
| Volatility · 1Y | 7.7% |
| Holdings | 20 |
| Assets | $642M |
| Leverage | None |
| Since | 2018 |
Highlighted = best in the row. Returns include dividends.