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SAWS and SYZ share 10.2% of their holdings.
| Side by side | GDIV | SAWS | SYZ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.50% | 0.55% | 0.60% |
| Cost per year on $10k | $50 | $55 | $60 |
| Trailing 12-mo yield | 1.26% | 0.02% | 0.45% |
| Income per year on $10k | $126 | $2 | $45 |
| YTD | +12.3% | +5.5% | +17.2% |
| 1 year | +16.1% | +6.5% | +19.7% |
| 3 years · per year | +17.4% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −9.6% | −15.4% | −7.6% |
| Volatility · 1Y | 11.6% | 18.3% | 15.7% |
| Holdings | 52 | 73 | 451 |
| Assets | $237M | $7M | $66M |
| Leverage | None | None | None |
| Since | 2010 | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.