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SDVY and IJJ share 18.3% of their holdings.
| Side by side | SMIG | SDVY | IJJ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.60% | 0.58% | 0.18% |
| Cost per year on $10k | $60 | $58 | $18 |
| Trailing 12-mo yield | 1.67% | 0.98% | 1.60% |
| Income per year on $10k | $167 | $98 | $160 |
| YTD | +13.9% | +12.3% | +13.1% |
| 1 year | +16.3% | +15.5% | +17.7% |
| 3 years · per year | +16.1% | +18.5% | +18.0% |
| 5 years · per year | +6.9% | +9.1% | +8.1% |
| Worst drop · 1Y | −8.5% | −9.5% | −10.6% |
| Volatility · 1Y | 11.4% | 14.1% | 14.0% |
| Holdings | 39 | 172 | 302 |
| Assets | $1.5B | $11.1B | $8.8B |
| Leverage | None | None | None |
| Since | 2021 | 2017 | 2000 |
Highlighted = best in the row. Returns include dividends.