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PZLV and QDIV share 11.6% of their holdings.
| Side by side | SCHY | TOLZ | PZLV | QDIV |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Thematic · Infrastructure | US Stock Styles · Value | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.46% | 0.60% | 0.20% |
| Cost per year on $10k | $8 | $46 | $60 | $20 |
| Trailing 12-mo yield | 3.57% | 3.04% | 0.00% | 2.63% |
| Income per year on $10k | $357 | $304 | $0 | $263 |
| YTD | +13.3% | +12.7% | — | +23.8% |
| 1 year | +19.3% | +14.5% | — | +23.8% |
| 3 years · per year | +19.0% | +17.6% | — | +15.7% |
| 5 years · per year | +9.6% | +8.4% | — | +8.6% |
| Worst drop · 1Y | −9.1% | −10.5% | — | −8.0% |
| Volatility · 1Y | 12.2% | 11.3% | — | 12.9% |
| Holdings | 135 | 116 | 0 | 50 |
| Assets | $2.7B | $170M | $72M | $31M |
| Leverage | None | None | None | None |
| Since | 2021 | 2014 | 2026 | 2018 |
Highlighted = best in the row. Returns include dividends.