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FSTA and VDC share 96.1% of their holdings.
| Side by side | FSTA | VDC | KXI |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.08% | 0.09% | 0.38% |
| Cost per year on $10k | $8 | $9 | $38 |
| Trailing 12-mo yield | 2.05% | 1.98% | 2.19% |
| Income per year on $10k | $205 | $198 | $219 |
| YTD | +19.0% | +18.8% | +14.5% |
| 1 year | +20.8% | +20.8% | +17.5% |
| 3 years · per year | +14.0% | +14.0% | +12.3% |
| 5 years · per year | +8.4% | +8.4% | +6.1% |
| Worst drop · 1Y | −9.4% | −9.4% | −10.7% |
| Volatility · 1Y | 14.8% | 14.8% | 14.0% |
| Holdings | 104 | 103 | 92 |
| Assets | $1.4B | $8.7B | $1.2B |
| Leverage | None | None | None |
| Since | 2013 | 2004 | 2006 |
Highlighted = best in the row. Returns include dividends.