Loading…
FDIS and ITB share 9.9% of their holdings.
| Side by side | FDIS | HDV | ITB |
|---|---|---|---|
| Strategy | Sectors · Consumer | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.08% | 0.08% | 0.37% |
| Cost per year on $10k | $8 | $8 | $37 |
| Trailing 12-mo yield | 0.76% | 3.09% | 1.30% |
| Income per year on $10k | $76 | $309 | $130 |
| YTD | +0.9% | +30.3% | +1.9% |
| 1 year | +3.2% | +33.9% | −1.9% |
| 3 years · per year | +17.8% | +21.4% | +11.6% |
| 5 years · per year | +4.3% | +13.5% | +7.2% |
| Worst drop · 1Y | −15.5% | −6.4% | −25.7% |
| Volatility · 1Y | 19.1% | 11.6% | 30.2% |
| Holdings | 274 | 74 | 42 |
| Assets | $1.6B | $16.3B | $2.4B |
| Leverage | None | None | None |
| Since | 2013 | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.