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DIVB and SDY share 26.6% of their holdings.
| Side by side | DIVB | SDY | COWZ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.05% | 0.35% | 0.49% |
| Cost per year on $10k | $5 | $35 | $49 |
| Trailing 12-mo yield | 2.09% | 2.36% | 1.91% |
| Income per year on $10k | $209 | $236 | $191 |
| YTD | +35.8% | +17.3% | +19.4% |
| 1 year | +38.3% | +18.3% | +25.5% |
| 3 years · per year | +28.3% | +15.7% | +16.0% |
| 5 years · per year | +14.3% | +8.2% | +11.4% |
| Worst drop · 1Y | −6.8% | −7.7% | −7.6% |
| Volatility · 1Y | 13.2% | 11.2% | 12.3% |
| Holdings | 381 | 155 | 102 |
| Assets | $2.3B | $21.8B | $19.5B |
| Leverage | None | None | None |
| Since | 2017 | 2005 | 2016 |
Highlighted = best in the row. Returns include dividends.