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BGDV and GLRY share 13.0% of their holdings.
| Side by side | BGDV | GLRY |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Growth |
| Expense ratio | 0.45% | 0.87% |
| Cost per year on $10k | $45 | $87 |
| Trailing 12-mo yield | 0.94% | 0.17% |
| Income per year on $10k | $94 | $17 |
| YTD | +14.9% | +2.6% |
| 1 year | +18.4% | −0.5% |
| 3 years · per year | — | +15.3% |
| 5 years · per year | — | +4.5% |
| Worst drop · 1Y | −8.4% | −17.7% |
| Volatility · 1Y | 10.9% | 20.9% |
| Holdings | 47 | 12 |
| Assets | $870M | $156M |
| Leverage | None | None |
| Since | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.