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DON and XMLV share 22.1% of their holdings.
| Side by side | DON | KIE | XMLV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Financials | US Stock Styles · Mid cap |
| Expense ratio | 0.38% | 0.35% | 0.25% |
| Cost per year on $10k | $38 | $35 | $25 |
| Trailing 12-mo yield | 1.89% | 1.53% | 2.98% |
| Income per year on $10k | $189 | $153 | $298 |
| YTD | +14.0% | +9.1% | +10.3% |
| 1 year | +16.7% | +17.6% | +12.4% |
| 3 years · per year | +16.2% | +16.8% | +14.8% |
| 5 years · per year | +8.1% | +11.2% | +6.5% |
| Worst drop · 1Y | −9.0% | −11.8% | −9.2% |
| Volatility · 1Y | 11.9% | 17.0% | 10.7% |
| Holdings | 333 | 54 | 81 |
| Assets | $4.0B | $516M | $725M |
| Leverage | None | None | None |
| Since | 2006 | 2005 | 2013 |
Highlighted = best in the row. Returns include dividends.