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FDV and SDOG share 29.4% of their holdings.
| Side by side | FDV | SDOG | CUT | RSPM |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Sectors · Materials | US Stock Styles · Equal weight |
| Expense ratio | 0.61% | 0.36% | 0.99% | 0.40% |
| Cost per year on $10k | $61 | $36 | $99 | $40 |
| Trailing 12-mo yield | 2.81% | 3.32% | 2.52% | 1.68% |
| Income per year on $10k | $281 | $332 | $252 | $168 |
| YTD | +23.9% | +25.6% | −2.1% | +22.0% |
| 1 year | +26.9% | +29.5% | +3.5% | +31.3% |
| 3 years · per year | +20.6% | +22.6% | +2.6% | +14.2% |
| 5 years · per year | — | +11.1% | −2.6% | +5.8% |
| Worst drop · 1Y | −7.4% | −7.3% | −19.6% | −12.3% |
| Volatility · 1Y | 11.0% | 11.8% | 18.4% | 18.3% |
| Holdings | 52 | 51 | 49 | 25 |
| Assets | $1.0B | $1.5B | $30M | $184M |
| Leverage | None | None | None | None |
| Since | 2022 | 2012 | 2007 | 2006 |
Highlighted = best in the row. Returns include dividends.