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FDD and ISCF share 1.2% of their holdings.
| Side by side | FDD | ISCF | FLIA |
|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Ex-US broad | Bonds & Cash · International |
| Expense ratio | 0.56% | 0.24% | 0.25% |
| Cost per year on $10k | $56 | $24 | $25 |
| Trailing 12-mo yield | 5.51% | 3.64% | 3.25% |
| Income per year on $10k | $551 | $364 | $325 |
| YTD | +14.9% | +8.8% | +1.2% |
| 1 year | +24.5% | +11.5% | +0.4% |
| 3 years · per year | +30.3% | +21.2% | +3.7% |
| 5 years · per year | +12.8% | +7.5% | +0.9% |
| Worst drop · 1Y | −9.4% | −11.3% | −2.1% |
| Volatility · 1Y | 15.9% | 15.2% | 3.3% |
| Holdings | 30 | 1,189 | 96 |
| Assets | $880M | $720M | $433M |
| Leverage | None | None | None |
| Since | 2007 | 2015 | 2018 |
Highlighted = best in the row. Returns include dividends.