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IDVZ and LCIV share 31.0% of their holdings.
| Side by side | IDVZ | PID | LCIV | PAYR |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | International · Ex-US broad | Income · Covered calls |
| Expense ratio | 0.75% | 0.53% | 0.99% | 0.74% |
| Cost per year on $10k | $75 | $53 | $99 | $74 |
| Trailing 12-mo yield | 3.09% | 3.51% | 0.00% | 7.69% |
| Income per year on $10k | $309 | $351 | $0 | $769 |
| YTD | +8.1% | +4.4% | — | +18.9% |
| 1 year | +11.6% | +6.6% | — | +23.2% |
| 3 years · per year | — | +15.5% | — | — |
| 5 years · per year | — | +7.7% | — | — |
| Worst drop · 1Y | −9.4% | −9.0% | — | −7.0% |
| Volatility · 1Y | 12.2% | 10.6% | — | 11.2% |
| Holdings | 41 | 62 | 45 | 52 |
| Assets | $200M | $882M | $20M | $90M |
| Leverage | None | None | None | None |
| Since | 2024 | 2005 | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.