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IDVZ and PID share 11.9% of their holdings.
| Side by side | IDVZ | PID |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.75% | 0.53% |
| Cost per year on $10k | $75 | $53 |
| Trailing 12-mo yield | 2.97% | 3.48% |
| Income per year on $10k | $297 | $348 |
| YTD | +8.6% | +5.4% |
| 1 year | +13.1% | +9.6% |
| 3 years · per year | — | +16.0% |
| 5 years · per year | — | +7.7% |
| Worst drop · 1Y | −9.4% | −9.0% |
| Volatility · 1Y | 12.1% | 10.5% |
| Holdings | 41 | 63 |
| Assets | $202M | $889M |
| Leverage | None | None |
| Since | 2024 | 2005 |
Highlighted = best in the row. Returns include dividends.