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RDVY and RDVI share 99.7% of their holdings.
| Side by side | RDVY | RDVI | CALF |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Premium income | US Stock Styles · Small cap |
| Expense ratio | 0.47% | 0.75% | 0.59% |
| Cost per year on $10k | $47 | $75 | $59 |
| Trailing 12-mo yield | 0.85% | 8.23% | 1.09% |
| Income per year on $10k | $85 | $823 | $109 |
| YTD | +15.8% | +14.7% | +32.3% |
| 1 year | +18.5% | +17.9% | +34.8% |
| 3 years · per year | +23.8% | +21.8% | +15.0% |
| 5 years · per year | +11.4% | — | +7.5% |
| Worst drop · 1Y | −9.0% | −8.5% | −7.9% |
| Volatility · 1Y | 14.2% | 13.6% | 15.8% |
| Holdings | 72 | 73 | 201 |
| Assets | $25.5B | $3.8B | $3.8B |
| Leverage | None | None | None |
| Since | 2014 | 2022 | 2017 |
Highlighted = best in the row. Returns include dividends.