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DVY and VSDA share 17.5% of their holdings.
| Side by side | DVY | VSDA |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.38% | 0.39% |
| Cost per year on $10k | $38 | $39 |
| Trailing 12-mo yield | 3.27% | 2.37% |
| Income per year on $10k | $327 | $237 |
| YTD | +18.5% | +19.0% |
| 1 year | +21.2% | +21.9% |
| 3 years · per year | +20.2% | +16.7% |
| 5 years · per year | +10.2% | +8.6% |
| Worst drop · 1Y | −7.4% | −9.4% |
| Volatility · 1Y | 11.3% | 12.0% |
| Holdings | 98 | 77 |
| Assets | $23.8B | $224M |
| Leverage | None | None |
| Since | 2003 | 2017 |
Highlighted = best in the row. Returns include dividends.