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DIV and COLO share 2.2% of their holdings.
| Side by side | DIV | COLO | SFTX |
|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Region & country | International · Ex-US broad |
| Expense ratio | 0.45% | 0.62% | 0.82% |
| Cost per year on $10k | $45 | $62 | $82 |
| Trailing 12-mo yield | 6.51% | 4.15% | 0.21% |
| Income per year on $10k | $651 | $415 | $21 |
| YTD | +17.8% | +35.5% | +18.4% |
| 1 year | +19.7% | +46.3% | — |
| 3 years · per year | +14.6% | +42.9% | — |
| 5 years · per year | +5.9% | +16.7% | — |
| Worst drop · 1Y | −5.4% | −17.8% | — |
| Volatility · 1Y | 10.3% | 24.4% | — |
| Holdings | 50 | 26 | 250 |
| Assets | $766M | $184M | $774M |
| Leverage | None | None | None |
| Since | 2013 | 2009 | 2025 |
Highlighted = best in the row. Returns include dividends.