Loading…
History for this window is not loaded yet.
QTPI and EVPF share 4.5% of their holdings.
| Side by side | QTPI | EVPF |
|---|
| CSSD |
|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Bonds & Cash · Short-term |
| Expense ratio | 0.60% | 0.20% | 0.49% |
| Cost per year on $10k | $60 | $20 | $49 |
| Trailing 12-mo yield | 4.46% | 3.17% | 4.72% |
| Income per year on $10k | $446 | $317 | $472 |
| YTD | −1.4% | — | +2.0% |
| 1 year | −0.5% | — | — |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −3.3% | — | — |
| Volatility · 1Y | 4.8% | — | — |
| Holdings | 0 | 81 | 179 |
| Assets | $77M | $54M | $63M |
| Leverage | None | None | None |
| Since | 2024 | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.