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FDD and INEQ share 8.1% of their holdings.
| Side by side | FDD | INEQ |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.56% | 0.45% |
| Cost per year on $10k | $56 | $45 |
| Trailing 12-mo yield | 5.50% | 10.20% |
| Income per year on $10k | $550 | $1,020 |
| YTD | +15.2% | +8.3% |
| 1 year | +25.8% | +15.1% |
| 3 years · per year | +30.9% | +22.0% |
| 5 years · per year | +12.8% | +12.7% |
| Worst drop · 1Y | −9.4% | −9.5% |
| Volatility · 1Y | 15.9% | 14.1% |
| Holdings | 30 | 0 |
| Assets | $878M | $92M |
| Leverage | None | None |
| Since | 2007 | 2016 |
Highlighted = best in the row. Returns include dividends.