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DIVB and COWZ share 24.4% of their holdings.
| Side by side | DIVB | FDL | COWZ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.05% | 0.43% | 0.49% |
| Cost per year on $10k | $5 | $43 | $49 |
| Trailing 12-mo yield | 2.07% | 3.58% | 1.91% |
| Income per year on $10k | $207 | $358 | $191 |
| YTD | +37.0% | +25.6% | +19.9% |
| 1 year | +41.4% | +32.6% | +26.6% |
| 3 years · per year | +29.2% | +24.0% | +16.6% |
| 5 years · per year | +14.5% | +14.9% | +11.4% |
| Worst drop · 1Y | −6.8% | −7.2% | −7.6% |
| Volatility · 1Y | 13.1% | 12.4% | 12.3% |
| Holdings | 380 | 100 | 102 |
| Assets | $2.3B | $8.4B | $19.8B |
| Leverage | None | None | None |
| Since | 2017 | 2006 | 2016 |
Highlighted = best in the row. Returns include dividends.