Loading…
DIVB and SEIV share 14.2% of their holdings.
| Side by side | DIVB | SEIV |
|---|---|---|
| Strategy | Income · Dividend stocks | Low-Cost Core · US large cap |
| Expense ratio | 0.05% | 0.15% |
| Cost per year on $10k | $5 | $15 |
| Trailing 12-mo yield | 2.07% | 1.57% |
| Income per year on $10k | $207 | $157 |
| YTD | +37.0% | +20.9% |
| 1 year | +41.4% | +27.5% |
| 3 years · per year | +29.2% | +29.0% |
| 5 years · per year | +14.5% | — |
| Worst drop · 1Y | −6.8% | −6.9% |
| Volatility · 1Y | 13.1% | 12.6% |
| Holdings | 380 | 122 |
| Assets | $2.3B | $1.6B |
| Leverage | None | None |
| Since | 2017 | 2022 |
Highlighted = best in the row. Returns include dividends.