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HDV and ITB share 4.5% of their holdings.
| Side by side | HDV | ITB |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.08% | 0.37% |
| Cost per year on $10k | $8 | $37 |
| Trailing 12-mo yield | 3.12% | 1.37% |
| Income per year on $10k | $312 | $137 |
| YTD | +29.0% | −3.2% |
| 1 year | +31.1% | −10.0% |
| 3 years · per year | +20.6% | +9.5% |
| 5 years · per year | +13.4% | +6.3% |
| Worst drop · 1Y | −6.4% | −25.7% |
| Volatility · 1Y | 11.6% | 30.0% |
| Holdings | 74 | 42 |
| Assets | $16.1B | $2.4B |
| Leverage | None | None |
| Since | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.