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JPRF and QTPI share 2.4% of their holdings.
| Side by side | JPRF | HFSI | QTPI |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.61% | 0.49% | 0.60% |
| Cost per year on $10k | $61 | $49 | $60 |
| Trailing 12-mo yield | 1.43% | 5.77% | 4.46% |
| Income per year on $10k | $143 | $577 | $446 |
| YTD | — | −0.9% | −1.4% |
| 1 year | — | −0.9% | −0.5% |
| 3 years · per year | — | +8.5% | — |
| 5 years · per year | — | +2.4% | — |
| Worst drop · 1Y | — | −3.7% | −3.3% |
| Volatility · 1Y | — | 3.7% | 4.8% |
| Holdings | 199 | 1,127 | 0 |
| Assets | $2.2B | $1.2B | $77M |
| Leverage | None | None | None |
| Since | 2022 | 2021 | 2024 |
Highlighted = best in the row. Returns include dividends.