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QTPI and EPRF share 7.0% of their holdings.
| Side by side | QTPI | EPRF |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.60% | 0.47% |
| Cost per year on $10k | $60 | $47 |
| Trailing 12-mo yield | 4.46% | 6.52% |
| Income per year on $10k | $446 | $652 |
| YTD | −1.4% | −7.4% |
| 1 year | −0.5% | −9.4% |
| 3 years · per year | — | +3.1% |
| 5 years · per year | — | −3.2% |
| Worst drop · 1Y | −3.3% | −10.3% |
| Volatility · 1Y | 4.8% | 7.6% |
| Holdings | 0 | 80 |
| Assets | $77M | $63M |
| Leverage | None | None |
| Since | 2024 | 2016 |
Highlighted = best in the row. Returns include dividends.