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IDV and EFAS share 34.1% of their holdings.
| Side by side | IDV | EFAS | ICPY |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 0.50% | 0.55% | 0.80% |
| Cost per year on $10k | $50 | $55 | $80 |
| Trailing 12-mo yield | 5.68% | 4.89% | 0.24% |
| Income per year on $10k | $568 | $489 | $24 |
| YTD | +12.9% | +18.8% | +21.5% |
| 1 year | +20.3% | +24.5% | +30.0% |
| 3 years · per year | +27.1% | +27.8% | — |
| 5 years · per year | +13.0% | +14.2% | — |
| Worst drop · 1Y | −8.5% | −8.4% | −8.9% |
| Volatility · 1Y | 13.2% | 11.1% | 13.7% |
| Holdings | 100 | 51 | 0 |
| Assets | $8.3B | $60M | $80M |
| Leverage | None | None | None |
| Since | 2007 | 2016 | 2025 |
Highlighted = best in the row. Returns include dividends.