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FDD and FID share 7.6% of their holdings.
| Side by side | FDD | OAIM | FID |
|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Ex-US broad | Income · Dividend stocks |
| Expense ratio | 0.56% | 0.95% | 0.60% |
| Cost per year on $10k | $56 | $95 | $60 |
| Trailing 12-mo yield | 5.50% | 0.89% | 3.95% |
| Income per year on $10k | $550 | $89 | $395 |
| YTD | +15.2% | +10.1% | +13.0% |
| 1 year | +25.8% | +14.3% | +19.1% |
| 3 years · per year | +30.9% | +21.0% | +22.2% |
| 5 years · per year | +12.8% | — | +9.3% |
| Worst drop · 1Y | −9.4% | −10.9% | −8.9% |
| Volatility · 1Y | 15.9% | 18.8% | 10.2% |
| Holdings | 30 | 10 | 71 |
| Assets | $878M | $384M | $170M |
| Leverage | None | None | None |
| Since | 2007 | 2022 | 2013 |
Highlighted = best in the row. Returns include dividends.