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| Side by side | ADIV |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 1.95% |
| Cost per year on $10k | $195 |
| Trailing 12-mo yield | 3.17% |
| Income per year on $10k | $317 |
| YTD | +9.0% |
| 1 year | +7.3% |
| 3 years · per year | +18.8% |
| 5 years · per year | +7.9% |
| Worst drop · 1Y | −10.2% |
| Volatility · 1Y | 14.0% |
| Holdings | 36 |
| Assets | $54M |
| Leverage | None |
| Since | 2006 |
Highlighted = best in the row. Returns include dividends.