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ALTY and SMLV share 1.1% of their holdings.
| Side by side | ALTY | SMLV |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.50% | 0.12% |
| Cost per year on $10k | $50 | $12 |
| Trailing 12-mo yield | 7.94% | 2.32% |
| Income per year on $10k | $794 | $232 |
| YTD | +4.9% | +21.5% |
| 1 year | +6.2% | +24.5% |
| 3 years · per year | +12.3% | +21.6% |
| 5 years · per year | +4.7% | +9.0% |
| Worst drop · 1Y | −5.2% | −7.3% |
| Volatility · 1Y | 6.0% | 13.1% |
| Holdings | 20 | 391 |
| Assets | $46M | $260M |
| Leverage | None | None |
| Since | 2015 | 2013 |
Highlighted = best in the row. Returns include dividends.