Loading…
SDVY and SDVD share 99.8% of their holdings.
| Side by side | SDVY | SDVD |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Premium income |
| Expense ratio | 0.58% | 0.85% |
| Cost per year on $10k | $58 | $85 |
| Trailing 12-mo yield | 0.98% | 9.08% |
| Income per year on $10k | $98 | $908 |
| YTD | +11.7% | +12.0% |
| 1 year | +13.9% | +14.7% |
| 3 years · per year | +18.2% | +18.0% |
| 5 years · per year | +9.1% | — |
| Worst drop · 1Y | −9.5% | −8.9% |
| Volatility · 1Y | 14.0% | 14.0% |
| Holdings | 172 | 173 |
| Assets | $11.0B | $885M |
| Leverage | None | None |
| Since | 2017 | 2023 |
Highlighted = best in the row. Returns include dividends.