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REGL and SDVY share 15.6% of their holdings.
| Side by side | SMIG | REGL | SDVY |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.40% | 0.58% |
| Cost per year on $10k | $60 | $40 | $58 |
| Trailing 12-mo yield | 1.67% | 2.11% | 0.98% |
| Income per year on $10k | $167 | $211 | $98 |
| YTD | +13.9% | +13.4% | +12.3% |
| 1 year | +16.3% | +17.7% | +15.5% |
| 3 years · per year | +16.1% | +16.1% | +18.5% |
| 5 years · per year | +6.9% | +8.1% | +9.1% |
| Worst drop · 1Y | −8.5% | −9.7% | −9.5% |
| Volatility · 1Y | 11.4% | 12.6% | 14.1% |
| Holdings | 39 | 67 | 172 |
| Assets | $1.5B | $1.7B | $11.1B |
| Leverage | None | None | None |
| Since | 2021 | 2015 | 2017 |
Highlighted = best in the row. Returns include dividends.