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DVY and SEIV share 21.0% of their holdings.
| Side by side | DVY | SEIV | IAK |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Low-Cost Core · US large cap | Sectors · Financials |
| Expense ratio | 0.38% | 0.15% | 0.37% |
| Cost per year on $10k | $38 | $15 | $37 |
| Trailing 12-mo yield | 3.29% | 1.55% | 2.40% |
| Income per year on $10k | $329 | $155 | $240 |
| YTD | +17.7% | +22.5% | +11.5% |
| 1 year | +18.9% | +28.9% | +20.9% |
| 3 years · per year | +19.9% | +28.8% | +19.2% |
| 5 years · per year | +10.1% | — | +14.2% |
| Worst drop · 1Y | −7.4% | −6.9% | −10.5% |
| Volatility · 1Y | 11.3% | 12.5% | 16.0% |
| Holdings | 98 | 122 | 65 |
| Assets | $23.6B | $1.6B | $460M |
| Leverage | None | None | None |
| Since | 2003 | 2022 | 2006 |
Highlighted = best in the row. Returns include dividends.