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EIPI and AVIV share 2.5% of their holdings.
| Side by side | EIPI | AVIV |
|---|---|---|
| Strategy | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 1.11% | 0.25% |
| Cost per year on $10k | $111 | $25 |
| Trailing 12-mo yield | 6.61% | 2.86% |
| Income per year on $10k | $661 | $286 |
| YTD | +20.1% | +13.2% |
| 1 year | +23.2% | +19.9% |
| 3 years · per year | — | +24.1% |
| 5 years · per year | — | +12.4% |
| Worst drop · 1Y | −6.7% | −10.8% |
| Volatility · 1Y | 10.8% | 14.9% |
| Holdings | 121 | 596 |
| Assets | $1.1B | $2.1B |
| Leverage | None | None |
| Since | 2011 | 2021 |
Highlighted = best in the row. Returns include dividends.