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IDV and FGD share 44.6% of their holdings.
| Side by side | IDV | FGD | CRAK |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.50% | 0.55% | 0.61% |
| Cost per year on $10k | $50 | $55 | $61 |
| Trailing 12-mo yield | 5.68% | 5.68% | 1.24% |
| Income per year on $10k | $568 | $568 | $124 |
| YTD | +12.7% | +15.6% | +62.5% |
| 1 year | +20.7% | +23.1% | +55.9% |
| 3 years · per year | +27.3% | +26.3% | +27.6% |
| 5 years · per year | +12.9% | +11.8% | +18.1% |
| Worst drop · 1Y | −8.5% | −9.8% | −13.6% |
| Volatility · 1Y | 13.2% | 12.4% | 21.5% |
| Holdings | 100 | 98 | 31 |
| Assets | $8.3B | $1.6B | $719M |
| Leverage | None | None | None |
| Since | 2007 | 2007 | 2015 |
Highlighted = best in the row. Returns include dividends.