Loading…
ICAP and HOMZ share 4.1% of their holdings.
| Side by side | ICAP | HOMZ |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 2.47% | 0.30% |
| Cost per year on $10k | $247 | $30 |
| Trailing 12-mo yield | 10.98% | 2.91% |
| Income per year on $10k | $1,098 | $291 |
| YTD | +3.5% | −4.9% |
| 1 year | +7.4% | −5.9% |
| 3 years · per year | +18.0% | +11.1% |
| 5 years · per year | — | +2.2% |
| Worst drop · 1Y | −10.7% | −18.7% |
| Volatility · 1Y | 15.3% | 20.1% |
| Holdings | 10 | 102 |
| Assets | $117M | $32M |
| Leverage | None | None |
| Since | 2021 | 2019 |
Highlighted = best in the row. Returns include dividends.