Loading…
LVHI and VIG share 0.0% of their holdings.
| Side by side | LVHI | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.40% | 0.04% |
| Cost per year on $10k | $40 | $4 |
| Trailing 12-mo yield | 4.54% | 1.46% |
| Income per year on $10k | $454 | $146 |
| YTD | +20.5% | +14.7% |
| 1 year | +27.8% | +15.3% |
| 3 years · per year | +24.4% | +19.6% |
| 5 years · per year | +17.2% | +10.9% |
| Worst drop · 1Y | −6.1% | −7.9% |
| Volatility · 1Y | 9.5% | 10.0% |
| Holdings | 198 | 338 |
| Assets | $6.4B | $128B |
| Leverage | None | None |
| Since | 2016 | 2006 |
Highlighted = best in the row. Returns include dividends.