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IDVZ and PID share 11.9% of their holdings.
| Side by side | IDVZ | PID | PAYR |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Covered calls |
| Expense ratio | 0.75% | 0.53% | 0.74% |
| Cost per year on $10k | $75 | $53 | $74 |
| Trailing 12-mo yield | 2.97% | 3.48% | 7.84% |
| Income per year on $10k | $297 | $348 | $784 |
| YTD | +8.6% | +5.4% | +20.1% |
| 1 year | +13.1% | +9.6% | +25.1% |
| 3 years · per year | — | +16.0% | — |
| 5 years · per year | — | +7.7% | — |
| Worst drop · 1Y | −9.4% | −9.0% | −7.0% |
| Volatility · 1Y | 12.1% | 10.5% | 11.2% |
| Holdings | 41 | 63 | 52 |
| Assets | $202M | $889M | $91M |
| Leverage | None | None | None |
| Since | 2024 | 2005 | 2025 |
Highlighted = best in the row. Returns include dividends.