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ICAP and VIG share 17.2% of their holdings.
| Side by side | ICAP | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 2.47% | 0.04% |
| Cost per year on $10k | $247 | $4 |
| Trailing 12-mo yield | 11.65% | 1.47% |
| Income per year on $10k | $1,165 | $147 |
| YTD | −0.7% | +14.3% |
| 1 year | +5.3% | +15.8% |
| 3 years · per year | +16.8% | +20.0% |
| 5 years · per year | — | +10.6% |
| Worst drop · 1Y | −12.6% | −7.9% |
| Volatility · 1Y | 15.5% | 10.0% |
| Holdings | 10 | 338 |
| Assets | $110M | $128B |
| Leverage | None | None |
| Since | 2021 | 2006 |
Highlighted = best in the row. Returns include dividends.