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IYM and NUDG share 2.5% of their holdings.
| Side by side | IYM | NUDG |
|---|---|---|
| Strategy | Sectors · Materials | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.61% |
| Cost per year on $10k | $37 | $61 |
| Trailing 12-mo yield | 1.26% | 0.49% |
| Income per year on $10k | $126 | $49 |
| YTD | +19.1% | — |
| 1 year | +25.6% | — |
| 3 years · per year | +16.3% | — |
| 5 years · per year | +8.1% | — |
| Worst drop · 1Y | −13.6% | — |
| Volatility · 1Y | 20.3% | — |
| Holdings | 40 | 41 |
| Assets | $1.3B | $6.1B |
| Leverage | None | None |
| Since | 2000 | 2026 |
Highlighted = best in the row. Returns include dividends.