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AADR and GENW share 22.6% of their holdings.
| Side by side | AADR | GENW | GINX |
|---|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks | Income · Premium income |
| Expense ratio | 1.10% | 0.38% | 0.99% |
| Cost per year on $10k | $110 | $38 | $99 |
| Trailing 12-mo yield | 1.21% | 2.28% | 2.24% |
| Income per year on $10k | $121 | $228 | $224 |
| YTD | −7.6% | +11.9% | +16.1% |
| 1 year | −6.0% | +20.0% | +24.0% |
| 3 years · per year | +19.7% | — | — |
| 5 years · per year | +5.2% | — | — |
| Worst drop · 1Y | −19.3% | −10.3% | −8.9% |
| Volatility · 1Y | 21.3% | 14.3% | 11.7% |
| Holdings | 37 | 35 | 0 |
| Assets | $34M | $5M | $106M |
| Leverage | None | None | None |
| Since | 2010 | 2025 | 2024 |
Highlighted = best in the row. Returns include dividends.