Loading…
RDVY and SPGP share 31.3% of their holdings.
| Side by side | RDVY | SPGP |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.47% | 0.34% |
| Cost per year on $10k | $47 | $34 |
| Trailing 12-mo yield | 0.85% | 0.78% |
| Income per year on $10k | $85 | $78 |
| YTD | +15.8% | +8.8% |
| 1 year | +18.5% | +8.8% |
| 3 years · per year | +23.8% | +12.9% |
| 5 years · per year | +11.4% | +7.3% |
| Worst drop · 1Y | −9.0% | −11.2% |
| Volatility · 1Y | 14.2% | 15.3% |
| Holdings | 72 | 75 |
| Assets | $25.5B | $2.1B |
| Leverage | None | None |
| Since | 2014 | 2011 |
Highlighted = best in the row. Returns include dividends.