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GDIV and SYZ share 1.1% of their holdings.
| Side by side | GDIV | SYZ |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.50% | 0.60% |
| Cost per year on $10k | $50 | $60 |
| Trailing 12-mo yield | 1.25% | 0.44% |
| Income per year on $10k | $125 | $44 |
| YTD | +12.8% | +18.9% |
| 1 year | +15.6% | +20.9% |
| 3 years · per year | +17.1% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −9.6% | −7.6% |
| Volatility · 1Y | 11.6% | 15.6% |
| Holdings | 52 | 451 |
| Assets | $239M | $66M |
| Leverage | None | None |
| Since | 2010 | 2021 |
Highlighted = best in the row. Returns include dividends.