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FID and WDIV share 40.1% of their holdings.
| Side by side | FID | WDIV | FYLD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 0.60% | 0.40% | 0.59% |
| Cost per year on $10k | $60 | $40 | $59 |
| Trailing 12-mo yield | 3.96% | 4.20% | 2.85% |
| Income per year on $10k | $396 | $420 | $285 |
| YTD | +12.8% | +13.5% | +26.4% |
| 1 year | +17.5% | +17.1% | +33.0% |
| 3 years · per year | +21.7% | +21.6% | +24.9% |
| 5 years · per year | +9.3% | +9.2% | +13.3% |
| Worst drop · 1Y | −8.9% | −8.6% | −5.7% |
| Volatility · 1Y | 10.3% | 10.2% | 11.6% |
| Holdings | 71 | 90 | 101 |
| Assets | $169M | $281M | $752M |
| Leverage | None | None | None |
| Since | 2013 | 2013 | 2013 |
Highlighted = best in the row. Returns include dividends.