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BAMD and XUDV share 15.9% of their holdings.
| Side by side | BAMD | XUDV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.95% | 0.09% |
| Cost per year on $10k | $95 | $9 |
| Trailing 12-mo yield | 3.25% | 3.32% |
| Income per year on $10k | $325 | $332 |
| YTD | +19.1% | +29.0% |
| 1 year | +21.0% | +32.8% |
| 3 years · per year | +16.5% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −8.3% | −6.8% |
| Volatility · 1Y | 10.2% | 12.3% |
| Holdings | 69 | 105 |
| Assets | $102M | $80M |
| Leverage | None | None |
| Since | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.