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SPLV and CDC share 32.7% of their holdings.
| Side by side | SPLV | CDC | ALTY |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.25% | 0.38% | 0.50% |
| Cost per year on $10k | $25 | $38 | $50 |
| Trailing 12-mo yield | 2.17% | 3.06% | 7.94% |
| Income per year on $10k | $217 | $306 | $794 |
| YTD | +8.7% | +20.3% | +4.9% |
| 1 year | +8.6% | +21.1% | +6.2% |
| 3 years · per year | +11.7% | +15.8% | +12.3% |
| 5 years · per year | +5.9% | +6.5% | +4.7% |
| Worst drop · 1Y | −9.2% | −7.9% | −5.2% |
| Volatility · 1Y | 10.9% | 10.8% | 6.0% |
| Holdings | 104 | 102 | 20 |
| Assets | $7.5B | $729M | $46M |
| Leverage | None | None | None |
| Since | 2011 | 2014 | 2015 |
Highlighted = best in the row. Returns include dividends.