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FIDI and FDEV share 20.9% of their holdings.
| Side by side | FIDI | FDEV |
|---|---|---|
| Strategy | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 0.18% | 0.18% |
| Cost per year on $10k | $18 | $18 |
| Trailing 12-mo yield | 4.25% | 3.25% |
| Income per year on $10k | $425 | $325 |
| YTD | +15.9% | +10.9% |
| 1 year | +22.9% | +16.9% |
| 3 years · per year | +23.6% | +19.8% |
| 5 years · per year | +11.9% | +8.0% |
| Worst drop · 1Y | −6.9% | −8.5% |
| Volatility · 1Y | 11.7% | 12.2% |
| Holdings | 118 | 218 |
| Assets | $386M | $276M |
| Leverage | None | None |
| Since | 2018 | 2019 |
Highlighted = best in the row. Returns include dividends.