The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| EQTIX | HNDDX | EQTIX / HNDDX | |
| Total Expense Ratio | 0.64 | 1.08 | 59% |
| Annual Report Gross Expense Ratio | 0.64 | 1.08 | 59% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 12.443 | 13.125 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 180M | 639% |
| Annual Yield % from dividends | 8.20 | 7.62 | 108% |
| Returns for 1 year | 16.33 | 20.80 | 79% |
| Returns for 3 years | 50.09 | 70.03 | 72% |
| Returns for 5 years | 50.59 | 62.77 | 81% |
| Returns for 10 years | 35.87 | N/A | - |