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FGD and SNPD share 7.0% of their holdings.
| Side by side | FGD | SNPD | PZLV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Value |
| Expense ratio | 0.55% | 0.15% | 0.60% |
| Cost per year on $10k | $55 | $15 | $60 |
| Trailing 12-mo yield | 5.68% | 3.07% | 0.00% |
| Income per year on $10k | $568 | $307 | $0 |
| YTD | +15.6% | +19.4% | — |
| 1 year | +23.1% | +23.1% | — |
| 3 years · per year | +26.3% | +15.0% | — |
| 5 years · per year | +11.8% | — | — |
| Worst drop · 1Y | −9.8% | −8.7% | — |
| Volatility · 1Y | 12.4% | 11.8% | — |
| Holdings | 98 | 106 | 0 |
| Assets | $1.6B | $4M | $72M |
| Leverage | None | None | None |
| Since | 2007 | 2022 | 2026 |
Highlighted = best in the row. Returns include dividends.