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EUFN and IDV share 18.0% of their holdings.
| Side by side | EUFN | IDV | IQLT |
|---|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks | US Stock Styles · Factor |
| Expense ratio | 0.49% | 0.50% | 0.30% |
| Cost per year on $10k | $49 | $50 | $30 |
| Trailing 12-mo yield | 4.34% | 5.68% | 2.37% |
| Income per year on $10k | $434 | $568 | $237 |
| YTD | +5.7% | +12.7% | +12.9% |
| 1 year | +17.0% | +20.7% | +15.9% |
| 3 years · per year | +34.3% | +27.3% | +18.8% |
| 5 years · per year | +18.2% | +12.9% | +7.8% |
| Worst drop · 1Y | −14.8% | −8.5% | −10.4% |
| Volatility · 1Y | 20.9% | 13.2% | 15.1% |
| Holdings | 84 | 100 | 291 |
| Assets | $3.0B | $8.3B | $13.8B |
| Leverage | None | None | None |
| Since | 2010 | 2007 | 2015 |
Highlighted = best in the row. Returns include dividends.