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| Side by side | USOY | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.12% | 0.04% |
| Cost per year on $10k | $112 | $4 |
| Trailing 12-mo yield | 50.49% | 1.47% |
| Income per year on $10k | $5,049 | $147 |
| YTD | +64.9% | +14.3% |
| 1 year | +65.3% | +15.8% |
| 3 years · per year | — | +20.0% |
| 5 years · per year | — | +10.6% |
| Worst drop · 1Y | −25.4% | −7.9% |
| Volatility · 1Y | 38.1% | 10.0% |
| Holdings | 14 | 338 |
| Assets | $82M | $128B |
| Leverage | None | None |
| Since | 2024 | 2006 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.