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XLP and IYK share 60.1% of their holdings.
| Side by side | FDL | XLP | IYK |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.43% | 0.08% | 0.37% |
| Cost per year on $10k | $43 | $8 | $37 |
| Trailing 12-mo yield | 3.58% | 2.42% | 2.39% |
| Income per year on $10k | $358 | $242 | $239 |
| YTD | +25.6% | +19.2% | +19.9% |
| 1 year | +32.6% | +22.0% | +21.1% |
| 3 years · per year | +24.0% | +13.4% | +11.9% |
| 5 years · per year | +14.9% | +7.8% | +7.8% |
| Worst drop · 1Y | −7.2% | −9.7% | −10.7% |
| Volatility · 1Y | 12.4% | 15.2% | 14.5% |
| Holdings | 100 | 35 | 53 |
| Assets | $8.4B | $14.8B | $1.4B |
| Leverage | None | None | None |
| Since | 2006 | 1998 | 2000 |
Highlighted = best in the row. Returns include dividends.