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SEIM and RDVI share 26.6% of their holdings.
| Side by side | SEIM | RDVI | IMCB |
|---|---|---|---|
| Strategy | Low-Cost Core · US large cap | Income · Premium income | US Stock Styles · Mid cap |
| Expense ratio | 0.15% | 0.75% | 0.04% |
| Cost per year on $10k | $15 | $75 | $4 |
| Trailing 12-mo yield | 0.61% | 8.23% | 1.21% |
| Income per year on $10k | $61 | $823 | $121 |
| YTD | +14.2% | +14.7% | +20.8% |
| 1 year | +12.9% | +17.9% | +20.8% |
| 3 years · per year | +28.9% | +21.8% | +21.5% |
| 5 years · per year | — | — | +8.6% |
| Worst drop · 1Y | −10.1% | −8.5% | −8.1% |
| Volatility · 1Y | 19.3% | 13.6% | 12.8% |
| Holdings | 72 | 73 | 394 |
| Assets | $1.5B | $3.8B | $1.8B |
| Leverage | None | None | None |
| Since | 2022 | 2022 | 2004 |
Highlighted = best in the row. Returns include dividends.