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SDOG and FDVV share 19.0% of their holdings.
| Side by side | SDOG | FDVV | DON |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.36% | 0.15% | 0.38% |
| Cost per year on $10k | $36 | $15 | $38 |
| Trailing 12-mo yield | 3.32% | 2.76% | 1.89% |
| Income per year on $10k | $332 | $276 | $189 |
| YTD | +25.6% | +12.2% | +14.0% |
| 1 year | +29.5% | +14.3% | +16.7% |
| 3 years · per year | +22.6% | +22.2% | +16.2% |
| 5 years · per year | +11.1% | +13.3% | +8.1% |
| Worst drop · 1Y | −7.3% | −9.3% | −9.0% |
| Volatility · 1Y | 11.8% | 10.7% | 11.9% |
| Holdings | 51 | 119 | 333 |
| Assets | $1.5B | $10.2B | $4.0B |
| Leverage | None | None | None |
| Since | 2012 | 2016 | 2006 |
Highlighted = best in the row. Returns include dividends.