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RFV and EPSV share 13.4% of their holdings.
| Side by side | DES | RFV | EPSV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.38% | 0.35% | 0.88% |
| Cost per year on $10k | $38 | $35 | $88 |
| Trailing 12-mo yield | 2.29% | 1.61% | 2.32% |
| Income per year on $10k | $229 | $161 | $232 |
| YTD | +20.0% | +17.3% | +24.0% |
| 1 year | +20.9% | +17.3% | +26.6% |
| 3 years · per year | +16.7% | +18.7% | — |
| 5 years · per year | +7.1% | +11.1% | — |
| Worst drop · 1Y | −8.7% | −12.5% | −9.8% |
| Volatility · 1Y | 14.3% | 15.4% | 17.0% |
| Holdings | 586 | 95 | 60 |
| Assets | $2.1B | $342M | $6M |
| Leverage | None | None | None |
| Since | 2006 | 2006 | 2025 |
Highlighted = best in the row. Returns include dividends.