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CDC and CDL share 99.6% of their holdings.
| Side by side | SPLV | CDC | CDL |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.25% | 0.37% | 0.38% |
| Cost per year on $10k | $25 | $37 | $38 |
| Trailing 12-mo yield | 2.14% | 3.02% | 3.01% |
| Income per year on $10k | $214 | $302 | $301 |
| YTD | +10.3% | +21.8% | +21.6% |
| 1 year | +11.6% | +24.2% | +24.1% |
| 3 years · per year | +12.2% | +16.2% | +19.7% |
| 5 years · per year | +6.2% | +6.7% | +10.4% |
| Worst drop · 1Y | −9.2% | −7.9% | −7.9% |
| Volatility · 1Y | 10.8% | 10.8% | 10.8% |
| Holdings | 104 | 102 | 102 |
| Assets | $7.6B | $743M | $410M |
| Leverage | None | None | None |
| Since | 2011 | 2014 | 2015 |
Highlighted = best in the row. Returns include dividends.