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PEY and SDOG share 30.9% of their holdings.
| Side by side | PEY | SDOG | DON |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.68% | 0.36% | 0.38% |
| Cost per year on $10k | $68 | $36 | $38 |
| Trailing 12-mo yield | 4.31% | 3.34% | 1.90% |
| Income per year on $10k | $431 | $334 | $190 |
| YTD | +23.5% | +24.7% | +13.3% |
| 1 year | +20.3% | +26.7% | +14.3% |
| 3 years · per year | +15.0% | +21.7% | +15.8% |
| 5 years · per year | +8.1% | +11.0% | +8.1% |
| Worst drop · 1Y | −9.3% | −7.3% | −9.0% |
| Volatility · 1Y | 14.2% | 11.9% | 11.9% |
| Holdings | 50 | 51 | 333 |
| Assets | $1.1B | $1.4B | $3.9B |
| Leverage | None | None | None |
| Since | 2004 | 2012 | 2006 |
Highlighted = best in the row. Returns include dividends.