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IYK and FSTA share 60.7% of their holdings.
| Side by side | IYK | RDIV | FDL | FSTA |
|---|---|---|---|---|
| Strategy | Sectors · Consumer | Income · Dividend stocks | Income · Dividend stocks | Sectors · Consumer |
| Expense ratio | 0.37% | 0.39% | 0.43% | 0.08% |
| Cost per year on $10k | $37 | $39 | $43 | $8 |
| Trailing 12-mo yield | 2.39% | 3.46% | 3.58% | 2.05% |
| Income per year on $10k | $239 | $346 | $358 | $205 |
| YTD | +19.9% | +21.5% | +25.6% | +19.0% |
| 1 year | +21.1% | +23.1% | +32.6% | +20.8% |
| 3 years · per year | +11.9% | +25.5% | +24.0% | +14.0% |
| 5 years · per year | +7.8% | +13.1% | +14.9% | +8.4% |
| Worst drop · 1Y | −10.7% | −10.7% | −7.2% | −9.4% |
| Volatility · 1Y | 14.5% | 13.2% | 12.4% | 14.8% |
| Holdings | 53 | 61 | 100 | 104 |
| Assets | $1.4B | $1.7B | $8.4B | $1.4B |
| Leverage | None | None | None | None |
| Since | 2000 | 2013 | 2006 | 2013 |
Highlighted = best in the row. Returns include dividends.