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XLC and FCOM share 76.6% of their holdings.
| Side by side | RDIV | XLC | FCOM | CGDV |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Communication | Sectors · Communication | Income · Dividend stocks |
| Expense ratio | 0.39% | 0.08% | 0.08% | 0.33% |
| Cost per year on $10k | $39 | $8 | $8 | $33 |
| Trailing 12-mo yield | 3.53% | 1.36% | 1.04% | 1.22% |
| Income per year on $10k | $353 | $136 | $104 | $122 |
| YTD | +19.1% | −13.2% | −9.9% | +14.5% |
| 1 year | +19.0% | −12.1% | −7.9% | +16.1% |
| 3 years · per year | +24.2% | +15.7% | +18.3% | +25.5% |
| 5 years · per year | +12.6% | +5.4% | +4.6% | — |
| Worst drop · 1Y | −10.7% | −14.9% | −13.5% | −9.7% |
| Volatility · 1Y | 13.2% | 16.4% | 18.3% | 12.5% |
| Holdings | 61 | 22 | 109 | 58 |
| Assets | $1.7B | $21.8B | $1.8B | $40.1B |
| Leverage | None | None | None | None |
| Since | 2013 | 2018 | 2013 | 2022 |
Highlighted = best in the row. Returns include dividends.