Loading…
IXC and HDEF share 12.9% of their holdings.
| Side by side | IXC | HDEF |
|---|---|---|
| Strategy | Sectors · Energy | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.09% |
| Cost per year on $10k | $37 | $9 |
| Trailing 12-mo yield | 2.54% | 3.68% |
| Income per year on $10k | $255 | $368 |
| YTD | +49.3% | +14.8% |
| 1 year | +53.7% | +21.0% |
| 3 years · per year | +19.8% | +21.0% |
| 5 years · per year | +20.4% | +13.2% |
| Worst drop · 1Y | −15.4% | −8.1% |
| Volatility · 1Y | 21.2% | 12.0% |
| Holdings | 50 | 120 |
| Assets | $3.5B | $2.4B |
| Leverage | None | None |
| Since | 2001 | 2015 |
Highlighted = best in the row. Returns include dividends.