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HDV and VIG share 17.3% of their holdings.
| Side by side | HDV | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.04% |
| Cost per year on $10k | $8 | $4 |
| Trailing 12-mo yield | 3.12% | 1.46% |
| Income per year on $10k | $312 | $146 |
| YTD | +29.0% | +14.7% |
| 1 year | +31.1% | +15.3% |
| 3 years · per year | +20.6% | +19.6% |
| 5 years · per year | +13.4% | +10.9% |
| Worst drop · 1Y | −6.4% | −7.9% |
| Volatility · 1Y | 11.6% | 10.0% |
| Holdings | 74 | 338 |
| Assets | $16.1B | $128B |
| Leverage | None | None |
| Since | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.