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DVDN and VPC share 5.2% of their holdings.
| Side by side | DVDN | VPC |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Corporate |
| Expense ratio | 0.90% | 10.60% |
| Cost per year on $10k | $90 | $1,060 |
| Trailing 12-mo yield | 15.98% | 15.30% |
| Income per year on $10k | $1,598 | $1,530 |
| YTD | −26.2% | −11.7% |
| 1 year | −29.9% | −12.0% |
| 3 years · per year | — | +0.1% |
| 5 years · per year | — | −0.3% |
| Worst drop · 1Y | −33.3% | −18.2% |
| Volatility · 1Y | 18.7% | 14.5% |
| Holdings | 19 | 198 |
| Assets | $3M | $27M |
| Leverage | None | None |
| Since | 2023 | 2019 |
Highlighted = best in the row. Returns include dividends.