Loading…
IDV and HDEF share 15.1% of their holdings.
| Side by side | IDV | HDEF |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.09% |
| Cost per year on $10k | $50 | $9 |
| Trailing 12-mo yield | 5.68% | 3.71% |
| Income per year on $10k | $568 | $371 |
| YTD | +12.9% | +13.9% |
| 1 year | +20.3% | +19.0% |
| 3 years · per year | +27.1% | +20.6% |
| 5 years · per year | +13.0% | +13.0% |
| Worst drop · 1Y | −8.5% | −8.1% |
| Volatility · 1Y | 13.2% | 12.0% |
| Holdings | 100 | 120 |
| Assets | $8.3B | $2.3B |
| Leverage | None | None |
| Since | 2007 | 2015 |
Highlighted = best in the row. Returns include dividends.