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DIVB and FDL share 21.8% of their holdings.
| Side by side | DIVB | FDL |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.05% | 0.43% |
| Cost per year on $10k | $5 | $43 |
| Trailing 12-mo yield | 2.07% | 3.58% |
| Income per year on $10k | $207 | $358 |
| YTD | +37.0% | +25.6% |
| 1 year | +41.4% | +32.6% |
| 3 years · per year | +29.2% | +24.0% |
| 5 years · per year | +14.5% | +14.9% |
| Worst drop · 1Y | −6.8% | −7.2% |
| Volatility · 1Y | 13.1% | 12.4% |
| Holdings | 380 | 100 |
| Assets | $2.3B | $8.4B |
| Leverage | None | None |
| Since | 2017 | 2006 |
Highlighted = best in the row. Returns include dividends.