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IDV and IQLT share 7.2% of their holdings.
| Side by side | IDV | IQLT |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Factor |
| Expense ratio | 0.50% | 0.30% |
| Cost per year on $10k | $50 | $30 |
| Trailing 12-mo yield | 5.68% | 2.37% |
| Income per year on $10k | $568 | $237 |
| YTD | +12.7% | +12.9% |
| 1 year | +20.7% | +15.9% |
| 3 years · per year | +27.3% | +18.8% |
| 5 years · per year | +12.9% | +7.8% |
| Worst drop · 1Y | −8.5% | −10.4% |
| Volatility · 1Y | 13.2% | 15.1% |
| Holdings | 100 | 291 |
| Assets | $8.3B | $13.8B |
| Leverage | None | None |
| Since | 2007 | 2015 |
Highlighted = best in the row. Returns include dividends.