FHDG vs KHPI

FHDG vs KHPI

Which is better, FHDG or KHPI?

FHDG has been ahead.

FHDG has a lower expense ratio. FHDG led over 1Y.

Lower Fees: FHDGHigher Returns (1Y): FHDG

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFHDGKHPI
Expense Ratio0.85%Best0.98%
AUM$76M$442M
Dividend Yield0.00%8.98%
Holdings107
Volatility (annualized)-8.5%
Max Drawdown--10.6%
Fund FamilyFirst Trust Portfolios (US)Kensington Funds
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionNov 15, 2024Sep 4, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 6147 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FHDG has data through Dec 10, 2009 and KHPI through Oct 9, 2026.

Compare FHDG against instead:FHDG vs SPYFHDG vs QQQFHDG vs VOOFHDG vs VTIKHPI against:KHPI vs VXUS

Fees and Cost Over Time

FHDG charges 0.85% per year while KHPI charges 0.98%. On a $10,000 position that is $85 vs $98 annually, a gap of $13 per year that compounds over a long holding period. On income, FHDG currently yields 0.00% against 8.98% for KHPI.

You are not choosing between two funds in isolation.

Whichever of FHDG and KHPI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FHDGKHPI

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Frequently Asked Questions

Which is cheaper, FHDG or KHPI?

FHDG has an expense ratio of 0.85% while KHPI charges 0.98%. FHDG is the cheaper option, by $13 a year on a $10,000 investment.

Which pays a higher dividend, FHDG or KHPI?

FHDG yields 0.00% while KHPI yields 8.98%, so KHPI currently pays the higher dividend yield.

Is KHPI better than FHDG?

FHDG has a lower expense ratio. FHDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.