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NDIV and TMFS share 6.5% of their holdings.
| Side by side | NDIV | TMFS | DGRS |
|---|---|---|---|
| Strategy | Income · Covered calls | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.85% | 0.38% |
| Cost per year on $10k | $59 | $85 | $38 |
| Trailing 12-mo yield | 9.36% | 0.00% | 1.99% |
| Income per year on $10k | $936 | $0 | $199 |
| YTD | +38.7% | −0.8% | +19.8% |
| 1 year | +40.5% | +2.8% | +22.4% |
| 3 years · per year | +17.2% | +10.0% | +17.3% |
| 5 years · per year | — | −2.4% | +7.4% |
| Worst drop · 1Y | −11.6% | −15.7% | −8.9% |
| Volatility · 1Y | 18.4% | 19.2% | 15.0% |
| Holdings | 48 | 0 | 219 |
| Assets | $35M | $52M | $391M |
| Leverage | None | None | None |
| Since | 2022 | 2018 | 2013 |
Highlighted = best in the row. Returns include dividends.