Loading…
DIVB and SEIV share 14.2% of their holdings.
| Side by side | DIVB | SEIV | FGD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Low-Cost Core · US large cap | Income · Dividend stocks |
| Expense ratio | 0.05% | 0.15% | 0.55% |
| Cost per year on $10k | $5 | $15 | $55 |
| Trailing 12-mo yield | 2.07% | 1.57% | 5.68% |
| Income per year on $10k | $207 | $157 | $568 |
| YTD | +37.0% | +20.9% | +15.6% |
| 1 year | +41.4% | +27.5% | +23.1% |
| 3 years · per year | +29.2% | +29.0% | +26.3% |
| 5 years · per year | +14.5% | — | +11.8% |
| Worst drop · 1Y | −6.8% | −6.9% | −9.8% |
| Volatility · 1Y | 13.1% | 12.6% | 12.4% |
| Holdings | 381 | 122 | 98 |
| Assets | $2.3B | $1.6B | $1.6B |
| Leverage | None | None | None |
| Since | 2017 | 2022 | 2007 |
Highlighted = best in the row. Returns include dividends.