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FDV and CUT share 2.5% of their holdings.
| Side by side | FDV | CUT |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Materials |
| Expense ratio | 0.61% | 0.99% |
| Cost per year on $10k | $61 | $99 |
| Trailing 12-mo yield | 2.79% | 2.54% |
| Income per year on $10k | $279 | $254 |
| YTD | +22.2% | −3.1% |
| 1 year | +23.6% | −1.2% |
| 3 years · per year | +19.8% | +2.2% |
| 5 years · per year | — | −2.6% |
| Worst drop · 1Y | −7.4% | −19.6% |
| Volatility · 1Y | 11.0% | 18.5% |
| Holdings | 52 | 49 |
| Assets | $1.0B | $29M |
| Leverage | None | None |
| Since | 2022 | 2007 |
Highlighted = best in the row. Returns include dividends.