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RDIV and FDL share 29.3% of their holdings.
| Side by side | RDIV | FDL | FSTA |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Sectors · Consumer |
| Expense ratio | 0.39% | 0.43% | 0.08% |
| Cost per year on $10k | $39 | $43 | $8 |
| Trailing 12-mo yield | 3.53% | 3.64% | 2.12% |
| Income per year on $10k | $353 | $364 | $212 |
| YTD | +19.1% | +23.5% | +15.1% |
| 1 year | +19.0% | +28.3% | +14.2% |
| 3 years · per year | +24.2% | +23.3% | +12.7% |
| 5 years · per year | +12.6% | +14.6% | +7.8% |
| Worst drop · 1Y | −10.7% | −7.2% | −9.4% |
| Volatility · 1Y | 13.2% | 12.4% | 14.8% |
| Holdings | 61 | 100 | 104 |
| Assets | $1.7B | $8.1B | $1.4B |
| Leverage | None | None | None |
| Since | 2013 | 2006 | 2013 |
Highlighted = best in the row. Returns include dividends.