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FDV and SDOG share 29.4% of their holdings.
| Side by side | FDV | SDOG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.61% | 0.36% |
| Cost per year on $10k | $61 | $36 |
| Trailing 12-mo yield | 2.81% | 3.32% |
| Income per year on $10k | $281 | $332 |
| YTD | +23.9% | +25.6% |
| 1 year | +26.9% | +29.5% |
| 3 years · per year | +20.6% | +22.6% |
| 5 years · per year | — | +11.1% |
| Worst drop · 1Y | −7.4% | −7.3% |
| Volatility · 1Y | 11.0% | 11.8% |
| Holdings | 52 | 51 |
| Assets | $1.0B | $1.5B |
| Leverage | None | None |
| Since | 2022 | 2012 |
Highlighted = best in the row. Returns include dividends.