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SDVY and SDVD share 99.8% of their holdings.
| Side by side | SDVY | AUSF | SDVD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap | Income · Premium income |
| Expense ratio | 0.58% | 0.27% | 0.85% |
| Cost per year on $10k | $58 | $27 | $85 |
| Trailing 12-mo yield | 0.98% | 2.63% | 9.01% |
| Income per year on $10k | $98 | $263 | $901 |
| YTD | +12.3% | +15.2% | +12.9% |
| 1 year | +15.5% | +19.4% | +16.1% |
| 3 years · per year | +18.5% | +22.5% | +18.4% |
| 5 years · per year | +9.1% | +13.9% | — |
| Worst drop · 1Y | −9.5% | −7.0% | −8.9% |
| Volatility · 1Y | 14.1% | 10.3% | 14.1% |
| Holdings | 172 | 189 | 173 |
| Assets | $11.1B | $905M | $892M |
| Leverage | None | None | None |
| Since | 2017 | 2018 | 2023 |
Highlighted = best in the row. Returns include dividends.