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FVD and NRSH share 0.4% of their holdings.
| Side by side | FVD | NRSH |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.62% | 0.76% |
| Cost per year on $10k | $62 | $76 |
| Trailing 12-mo yield | 2.18% | 0.33% |
| Income per year on $10k | $218 | $33 |
| YTD | +13.4% | +25.1% |
| 1 year | +16.5% | +17.8% |
| 3 years · per year | +14.6% | — |
| 5 years · per year | +6.8% | — |
| Worst drop · 1Y | −7.6% | −16.2% |
| Volatility · 1Y | 10.5% | 28.8% |
| Holdings | 241 | 0 |
| Assets | $8.1B | $30M |
| Leverage | None | None |
| Since | 2003 | 2023 |
Highlighted = best in the row. Returns include dividends.