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VIS and XLI share 78.6% of their holdings.
| Side by side | DIA | VIS | XLI | DIVO |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Industrials | Sectors · Industrials | Income · Covered calls |
| Expense ratio | 0.16% | 0.09% | 0.08% | 0.56% |
| Cost per year on $10k | $16 | $9 | $8 | $56 |
| Trailing 12-mo yield | 1.38% | 0.94% | 1.11% | 6.39% |
| Income per year on $10k | $138 | $94 | $111 | $639 |
| YTD | +9.2% | +9.8% | +10.3% | +10.3% |
| 1 year | +10.9% | +9.8% | +11.0% | +11.7% |
| 3 years · per year | +18.4% | +22.0% | +22.1% | +17.7% |
| 5 years · per year | +9.6% | +11.4% | +11.7% | +10.6% |
| Worst drop · 1Y | −9.8% | −12.5% | −12.2% | −6.0% |
| Volatility · 1Y | 12.6% | 18.3% | 17.3% | 9.4% |
| Holdings | 30 | 387 | 83 | 36 |
| Assets | $45.5B | $8.6B | $31.5B | $8.0B |
| Leverage | None | None | None | None |
| Since | 1998 | 2004 | 1998 | 2016 |
Highlighted = best in the row. Returns include dividends.