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DVYA and AIVI share 3.7% of their holdings.
| Side by side | DVYA | AIVI |
|---|---|---|
| Strategy | Income · Dividend stocks | Thematic · AI & semis |
| Expense ratio | 0.49% | 0.58% |
| Cost per year on $10k | $49 | $58 |
| Trailing 12-mo yield | 4.67% | 4.97% |
| Income per year on $10k | $467 | $497 |
| YTD | +17.0% | +15.4% |
| 1 year | +21.1% | +22.8% |
| 3 years · per year | +24.3% | +22.9% |
| 5 years · per year | +12.0% | +12.0% |
| Worst drop · 1Y | −8.7% | −10.9% |
| Volatility · 1Y | 13.2% | 13.8% |
| Holdings | 51 | 134 |
| Assets | $67M | $58M |
| Leverage | None | None |
| Since | 2012 | 2006 |
Highlighted = best in the row. Returns include dividends.