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PEY and SMDV share 18.9% of their holdings.
| Side by side | PEY | SMDV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.68% | 0.40% |
| Cost per year on $10k | $68 | $40 |
| Trailing 12-mo yield | 4.23% | 2.30% |
| Income per year on $10k | $423 | $230 |
| YTD | +26.0% | +16.8% |
| 1 year | +25.7% | +19.8% |
| 3 years · per year | +15.8% | +14.9% |
| 5 years · per year | +8.4% | +6.0% |
| Worst drop · 1Y | −9.3% | −9.8% |
| Volatility · 1Y | 14.1% | 14.0% |
| Holdings | 50 | 72 |
| Assets | $1.1B | $668M |
| Leverage | None | None |
| Since | 2004 | 2015 |
Highlighted = best in the row. Returns include dividends.