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SMIG and SMMD share 4.2% of their holdings.
| Side by side | SMIG | SMMD |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.60% | 0.23% |
| Cost per year on $10k | $60 | $23 |
| Trailing 12-mo yield | 1.67% | 1.15% |
| Income per year on $10k | $167 | $115 |
| YTD | +13.9% | +16.7% |
| 1 year | +16.3% | +19.3% |
| 3 years · per year | +16.1% | +20.9% |
| 5 years · per year | +6.9% | +6.6% |
| Worst drop · 1Y | −8.5% | −9.7% |
| Volatility · 1Y | 11.4% | 16.6% |
| Holdings | 39 | 514 |
| Assets | $1.5B | $4.2B |
| Leverage | None | None |
| Since | 2021 | 2017 |
Highlighted = best in the row. Returns include dividends.