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DVY and DIVB share 23.7% of their holdings.
| Side by side | DVY | DIVB | SEIV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Low-Cost Core · US large cap |
| Expense ratio | 0.38% | 0.05% | 0.15% |
| Cost per year on $10k | $38 | $5 | $15 |
| Trailing 12-mo yield | 3.29% | 2.09% | 1.55% |
| Income per year on $10k | $329 | $209 | $155 |
| YTD | +17.7% | +35.8% | +22.5% |
| 1 year | +18.9% | +38.3% | +28.9% |
| 3 years · per year | +19.9% | +28.3% | +28.8% |
| 5 years · per year | +10.1% | +14.3% | — |
| Worst drop · 1Y | −7.4% | −6.8% | −6.9% |
| Volatility · 1Y | 11.3% | 13.2% | 12.5% |
| Holdings | 98 | 381 | 122 |
| Assets | $23.6B | $2.3B | $1.6B |
| Leverage | None | None | None |
| Since | 2003 | 2017 | 2022 |
Highlighted = best in the row. Returns include dividends.