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SDVD and AFSM share 6.5% of their holdings.
| Side by side | SDVD | AFSM |
|---|---|---|
| Strategy | Income · Premium income | US Stock Styles · Small cap |
| Expense ratio | 0.85% | 0.75% |
| Cost per year on $10k | $85 | $75 |
| Trailing 12-mo yield | 9.08% | 0.50% |
| Income per year on $10k | $908 | $50 |
| YTD | +12.0% | +23.0% |
| 1 year | +14.7% | +24.2% |
| 3 years · per year | +18.0% | +21.7% |
| 5 years · per year | — | +9.2% |
| Worst drop · 1Y | −8.9% | −9.6% |
| Volatility · 1Y | 14.0% | 17.3% |
| Holdings | 173 | 322 |
| Assets | $885M | $134M |
| Leverage | None | None |
| Since | 2023 | 2019 |
Highlighted = best in the row. Returns include dividends.