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PRTO and HF share 12.7% of their holdings.
| Side by side | INKM | PRTO | HF |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted | Unsorted |
| Expense ratio | 0.50% | 0.82% | 1.85% |
| Cost per year on $10k | $50 | $82 | $185 |
| Trailing 12-mo yield | 4.69% | 0.00% | 0.87% |
| Income per year on $10k | $469 | $0 | $87 |
| YTD | +6.3% | — | +7.5% |
| 1 year | +6.5% | — | +7.7% |
| 3 years · per year | +11.8% | — | +10.2% |
| 5 years · per year | +3.9% | — | — |
| Worst drop · 1Y | −4.5% | — | −3.1% |
| Volatility · 1Y | 6.2% | — | 6.0% |
| Holdings | 16 | 0 | 36 |
| Assets | $70M | $18M | $21M |
| Leverage | None | None | None |
| Since | 2012 | 2026 | 2018 |
Highlighted = best in the row. Returns include dividends.