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DIVZ and VIG share 23.9% of their holdings.
| Side by side | DIVZ | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.65% | 0.04% |
| Cost per year on $10k | $65 | $4 |
| Trailing 12-mo yield | 2.53% | 1.47% |
| Income per year on $10k | $253 | $147 |
| YTD | +6.6% | +14.3% |
| 1 year | +11.0% | +15.8% |
| 3 years · per year | +16.9% | +20.0% |
| 5 years · per year | +8.9% | +10.6% |
| Worst drop · 1Y | −7.1% | −7.9% |
| Volatility · 1Y | 9.8% | 10.0% |
| Holdings | 31 | 338 |
| Assets | $316M | $128B |
| Leverage | None | None |
| Since | 2021 | 2006 |
Highlighted = best in the row. Returns include dividends.