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EINC and UIVM share 0.9% of their holdings.
| Side by side | EINC | UIVM |
|---|---|---|
| Strategy | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 0.46% | 0.38% |
| Cost per year on $10k | $46 | $38 |
| Trailing 12-mo yield | 5.12% | 4.29% |
| Income per year on $10k | $512 | $429 |
| YTD | +26.9% | +18.0% |
| 1 year | +34.1% | +24.8% |
| 3 years · per year | +27.0% | +27.5% |
| 5 years · per year | +19.5% | +12.6% |
| Worst drop · 1Y | −9.0% | −11.0% |
| Volatility · 1Y | 16.9% | 15.9% |
| Holdings | 32 | 191 |
| Assets | $88M | $330M |
| Leverage | None | None |
| Since | 2012 | 2017 |
Highlighted = best in the row. Returns include dividends.