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PEY and XUDV share 28.4% of their holdings.
| Side by side | PEY | BAMD | XUDV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.68% | 0.95% | 0.09% |
| Cost per year on $10k | $68 | $95 | $9 |
| Trailing 12-mo yield | 4.23% | 3.25% | 3.32% |
| Income per year on $10k | $423 | $325 | $332 |
| YTD | +26.0% | +19.1% | +29.0% |
| 1 year | +25.7% | +21.0% | +32.8% |
| 3 years · per year | +15.8% | +16.5% | — |
| 5 years · per year | +8.4% | — | — |
| Worst drop · 1Y | −9.3% | −8.3% | −6.8% |
| Volatility · 1Y | 14.1% | 10.2% | 12.3% |
| Holdings | 50 | 69 | 105 |
| Assets | $1.1B | $102M | $80M |
| Leverage | None | None | None |
| Since | 2004 | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.