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IAT and PBUB share 24.8% of their holdings.
| Side by side | RDIV | IAT | PBUB |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.39% | 0.37% | 0.14% |
| Cost per year on $10k | $39 | $37 | $14 |
| Trailing 12-mo yield | 3.46% | 2.69% | 0.00% |
| Income per year on $10k | $346 | $269 | $0 |
| YTD | +21.5% | +12.4% | — |
| 1 year | +23.1% | +27.0% | — |
| 3 years · per year | +25.5% | +28.0% | — |
| 5 years · per year | +13.1% | +1.6% | — |
| Worst drop · 1Y | −10.7% | −17.5% | — |
| Volatility · 1Y | 13.2% | 20.6% | — |
| Holdings | 61 | 30 | 0 |
| Assets | $1.7B | $646M | $1M |
| Leverage | None | None | None |
| Since | 2013 | 2006 | 2026 |
Highlighted = best in the row. Returns include dividends.