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HDV and ITB share 4.5% of their holdings.
| Side by side | HDV | ITB |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.08% | 0.37% |
| Cost per year on $10k | $8 | $37 |
| Trailing 12-mo yield | 3.09% | 1.30% |
| Income per year on $10k | $309 | $130 |
| YTD | +30.3% | +1.9% |
| 1 year | +33.9% | −1.9% |
| 3 years · per year | +21.4% | +11.6% |
| 5 years · per year | +13.5% | +7.2% |
| Worst drop · 1Y | −6.4% | −25.7% |
| Volatility · 1Y | 11.6% | 30.2% |
| Holdings | 74 | 42 |
| Assets | $16.3B | $2.5B |
| Leverage | None | None |
| Since | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.