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BKGI and DIVY share 5.7% of their holdings.
| Side by side | BKGI | DIVY |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.45% |
| Cost per year on $10k | $65 | $45 |
| Trailing 12-mo yield | 3.04% | 2.79% |
| Income per year on $10k | $304 | $279 |
| YTD | +8.0% | +22.8% |
| 1 year | +10.0% | +27.3% |
| 3 years · per year | +22.7% | +14.4% |
| 5 years · per year | — | +8.9% |
| Worst drop · 1Y | −10.5% | −9.1% |
| Volatility · 1Y | 11.8% | 13.4% |
| Holdings | 37 | 10 |
| Assets | $1.9B | $28M |
| Leverage | None | None |
| Since | 2022 | 2020 |
Highlighted = best in the row. Returns include dividends.