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SBAR and HIGH share 86.7% of their holdings.
| Side by side | SBAR | HIGH |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.75% | 0.50% |
| Cost per year on $10k | $75 | $50 |
| Trailing 12-mo yield |
| 12.27% |
| 6.25% |
| Income per year on $10k | $1,227 | $625 |
| YTD | +5.3% | −2.0% |
| 1 year | +7.2% | −6.2% |
| 3 years · per year | — | +1.5% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −5.3% | −7.1% |
| Volatility · 1Y | 8.3% | 7.6% |
| Holdings | 5 | 38 |
| Assets | $443M | $56M |
| Leverage | None | None |
| Since | 2025 | 2022 |
Highlighted = best in the row. Returns include dividends.